WIIGX Mutual Fund

WIIGX Mutual Fund

NAV$16.13
See how much of WIIGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.02%
3 Months
-1.90%
6 Months
+15.35%
YTD
+6.03%
1 Year
+2.09%
3 Years (annualized)
+9.72%
5 Years (annualized)
-3.71%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIIGX 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 AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+10.34%
vs Peers
-4.32%

WIIGX Mutual Fund Performance

WIIGX performance across multiple time periods: 1-month -2.02%, YTD 6.03%, 1-year 2.09%, 3-year 9.72%, 5-year -3.71%, 10-year 4.61%.

WIIGX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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