WWSIX Mutual Fund

NAV$33.40

Returns Overview

1 Month
+9.34%
3 Months
+25.36%
6 Months
+37.58%
YTD
+36.45%
1 Year
+67.88%
3 Years (annualized)
+25.99%
5 Years (annualized)
+13.69%
10 Years (annualized)
+15.61%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+36.45%
Peer Avg (YTD)
+18.52%
vs Peers
+17.93%

WWSIX Mutual Fund Performance

WWSIX performance across multiple time periods: 1-month 9.34%, YTD 36.45%, 1-year 67.88%, 3-year 25.99%, 5-year 13.69%, 10-year 15.61%.

WWSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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