WICIX Mutual Fund

WICIX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-3.26%
3 Months
+2.93%
6 Months
+10.43%
YTD
+5.62%
1 Year
+6.89%
3 Years (annualized)
+10.61%
5 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICIX 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 World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+7.86%
vs Peers
-2.24%

WICIX Mutual Fund Performance

WICIX performance across multiple time periods: 1-month -3.26%, YTD 5.62%, 1-year 6.89%, 3-year 10.61%, 5-year 0.91%.

WICIX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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