WIIOX Mutual Fund

WIIOX Mutual Fund

NAV$2.04
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Returns Overview

3 Months
+2.51%
6 Months
+19.30%
YTD
+9.09%
1 Year
+4.61%
3 Years (annualized)
+5.31%
5 Years (annualized)
-6.92%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIIOX 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 AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+10.34%
vs Peers
-1.25%

WIIOX Mutual Fund Performance

WIIOX performance across multiple time periods: YTD 9.09%, 1-year 4.61%, 3-year 5.31%, 5-year -6.92%, 10-year 3.79%.

WIIOX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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