WWSIX Mutual Fund

WWSIX Mutual Fund

NAV$32.62
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Returns Overview

1 Month
-6.20%
3 Months
+5.66%
6 Months
+18.73%
YTD
+29.05%
1 Year
+55.27%
3 Years (annualized)
+21.14%
5 Years (annualized)
+13.05%
10 Years (annualized)
+14.15%

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)
+29.05%
Peer Avg (YTD)
+15.31%
vs Peers
+13.74%

WWSIX Mutual Fund Performance

WWSIX performance across multiple time periods: 1-month -6.20%, YTD 29.05%, 1-year 55.27%, 3-year 21.14%, 5-year 13.05%, 10-year 14.15%.

WWSIX returns outperform the peer average of 15.31% 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.