WDIIX Mutual Fund

WDIIX Mutual Fund

NAV$16.80
See how much of WDIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.98%
3 Months
-0.46%
6 Months
+8.73%
YTD
+12.13%
1 Year
+15.31%
3 Years (annualized)
+17.81%
5 Years (annualized)
+11.26%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WDIIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.13%
Peer Avg (YTD)
+6.10%
vs Peers
+6.03%

WDIIX Mutual Fund Performance

WDIIX performance across multiple time periods: 1-month -3.98%, YTD 12.13%, 1-year 15.31%, 3-year 17.81%, 5-year 11.26%, 10-year 9.50%.

WDIIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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