WWTIX Mutual Fund

WWTIX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
-0.02%
3 Months
-0.90%
6 Months
-1.22%
YTD
+0.33%
1 Year
+4.16%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.98%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWTIX 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
Bloomberg Wisconsin Municipal Bond Index
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
+0.15%
vs Peers
+0.18%

WWTIX Mutual Fund Performance

WWTIX performance across multiple time periods: 1-month -0.02%, YTD 0.33%, 1-year 4.16%, 3-year 3.89%, 5-year 0.98%, 10-year 1.96%.

WWTIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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