WWIAX Mutual Fund

WWIAX Mutual Fund

NAV$13.51
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Returns Overview

1 Month
-0.28%
3 Months
+0.90%
6 Months
+1.77%
YTD
+4.14%
1 Year
+11.96%
3 Years (annualized)
+9.16%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+3.39%
vs Peers
+0.75%

WWIAX Mutual Fund Performance

WWIAX performance across multiple time periods: 1-month -0.28%, YTD 4.14%, 1-year 11.96%, 3-year 9.16%, 5-year 3.84%, 10-year 5.84%.

WWIAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

WWIAX vs another fund shows side-by-side returns. WWIAX alternatives are available in the Mutual Fund Screener.