WWWFX Mutual Fund

WWWFX Mutual Fund

NAV$86.26
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Returns Overview

1 Month
-8.30%
3 Months
-7.95%
6 Months
-9.22%
YTD
-11.31%
1 Year
-22.85%
3 Years (annualized)
+22.04%
5 Years (annualized)
+7.31%
10 Years (annualized)
+14.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWWFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-11.31%
Peer Avg (YTD)
+8.36%
vs Peers
-19.66%

WWWFX Mutual Fund Performance

WWWFX performance across multiple time periods: 1-month -8.30%, YTD -11.31%, 1-year -22.85%, 3-year 22.04%, 5-year 7.31%, 10-year 14.74%.

WWWFX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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