WWWEX Mutual Fund

WWWEX Mutual Fund

NAV$15.55
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Returns Overview

1 Month
-0.78%
3 Months
-2.26%
6 Months
-6.90%
YTD
+1.17%
1 Year
-0.21%
3 Years (annualized)
+26.53%
5 Years (annualized)
+13.67%
10 Years (annualized)
+16.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWWEX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+5.30%
vs Peers
-4.14%

WWWEX Mutual Fund Performance

WWWEX performance across multiple time periods: 1-month -0.78%, YTD 1.17%, 1-year -0.21%, 3-year 26.53%, 5-year 13.67%, 10-year 16.80%.

WWWEX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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