WHOSX Mutual Fund

WHOSX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
+0.07%
3 Months
+0.48%
6 Months
+1.15%
YTD
+0.28%
1 Year
-1.62%
3 Years (annualized)
-1.96%
5 Years (annualized)
-9.32%
10 Years (annualized)
-3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHOSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.50%
vs Peers
-0.22%

WHOSX Mutual Fund Performance

WHOSX performance across multiple time periods: 1-month 0.07%, YTD 0.28%, 1-year -1.62%, 3-year -1.96%, 5-year -9.32%, 10-year -3.26%.

WHOSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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