WXCIX Mutual Fund

WXCIX Mutual Fund

NAV$22.24

Returns Overview

1 Month
+1.45%
3 Months
+42.84%
6 Months
+53.38%
YTD
+50.83%
1 Year
+80.97%
3 Years (annualized)
+34.81%

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
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
MSCI Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+50.83%
Peer Avg (YTD)
+21.71%
vs Peers
+29.12%

WXCIX Mutual Fund Performance

WXCIX performance across multiple time periods: 1-month 1.45%, YTD 50.83%, 1-year 80.97%, 3-year 34.81%.

WXCIX returns outperform the peer average of 21.71% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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