WIFMX Mutual Fund

WIFMX Mutual Fund

NAV$3.56
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Returns Overview

1 Month
-5.33%
3 Months
-6.82%
6 Months
-0.28%
YTD
-4.31%
1 Year
-7.79%
3 Years (annualized)
+8.29%
5 Years (annualized)
-3.66%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIFMX 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
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📉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 Frontier Emerging Markets Index(.FEMAPEXN)
This Mutual Fund (YTD)
-4.31%
Peer Avg (YTD)
+10.69%
vs Peers
-15.01%

WIFMX Mutual Fund Performance

WIFMX performance across multiple time periods: 1-month -5.33%, YTD -4.31%, 1-year -7.79%, 3-year 8.29%, 5-year -3.66%, 10-year 3.76%.

WIFMX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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