WWSIX Mutual Fund

WWSIX Mutual Fund

NAV$31.35
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Returns Overview

1 Month
-2.31%
3 Months
+0.19%
6 Months
+8.82%
YTD
+26.06%
1 Year
+39.45%
3 Years (annualized)
+21.31%
5 Years (annualized)
+12.60%
10 Years (annualized)
+13.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWSIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+26.06%
Peer Avg (YTD)
+15.20%
vs Peers
+10.86%

WWSIX Mutual Fund Performance

WWSIX performance across multiple time periods: 1-month -2.31%, YTD 26.06%, 1-year 39.45%, 3-year 21.31%, 5-year 12.60%, 10-year 13.59%.

WWSIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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