WWWEX Mutual Fund

NAV$16.97

Returns Overview

1 Month
-2.90%
3 Months
-2.22%
6 Months
+4.36%
YTD
+3.01%
1 Year
-0.12%
3 Years (annualized)
+29.11%
5 Years (annualized)
+12.91%
10 Years (annualized)
+14.99%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+5.87%
vs Peers
-2.85%

WWWEX Mutual Fund Performance

WWWEX performance across multiple time periods: 1-month -2.90%, YTD 3.01%, 1-year -0.12%, 3-year 29.11%, 5-year 12.91%, 10-year 14.99%.

WWWEX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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