WWTIX Mutual Fund

WWTIX Mutual Fund

NAV$10.42
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.84%
3 Months
+2.07%
6 Months
+2.09%
YTD
+2.09%
1 Year
+6.67%
3 Years (annualized)
+4.11%
5 Years (annualized)
+1.45%

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)
+2.09%
Peer Avg (YTD)
+1.79%
vs Peers
+0.30%

WWTIX Mutual Fund Performance

WWTIX performance across multiple time periods: 1-month 0.84%, YTD 2.09%, 1-year 6.67%, 3-year 4.11%, 5-year 1.45%.

WWTIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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