WXCIX Mutual Fund

WXCIX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
-10.78%
3 Months
-2.27%
6 Months
+0.19%
YTD
+29.75%
1 Year
+32.50%
3 Years (annualized)
+31.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WXCIX 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 Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+29.75%
Peer Avg (YTD)
+8.28%
vs Peers
+21.47%

WXCIX Mutual Fund Performance

WXCIX performance across multiple time periods: 1-month -10.78%, YTD 29.75%, 1-year 32.50%, 3-year 31.31%.

WXCIX returns outperform the peer average of 8.28% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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