WWIDX Mutual Fund

WWIDX Mutual Fund

NAV$13.55
See how much of WWIDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.89%
3 Months
+6.69%
6 Months
+9.58%
YTD
+9.50%
1 Year
+14.04%
3 Years (annualized)
+13.90%
5 Years (annualized)
+16.05%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWIDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+4.51%
vs Peers
+4.99%

WWIDX Mutual Fund Performance

WWIDX performance across multiple time periods: 1-month 3.89%, YTD 9.50%, 1-year 14.04%, 3-year 13.90%, 5-year 16.05%, 10-year 9.39%.

WWIDX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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