WIISX Mutual Fund

WIISX Mutual Fund

NAV$15.00
See how much of WIISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.08%
3 Months
-3.52%
6 Months
+8.18%
YTD
+6.87%
1 Year
+4.70%
3 Years (annualized)
+11.08%
5 Years (annualized)
-2.06%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIISX 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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+10.69%
vs Peers
-3.82%

WIISX Mutual Fund Performance

WIISX performance across multiple time periods: 1-month -2.08%, YTD 6.87%, 1-year 4.70%, 3-year 11.08%, 5-year -2.06%, 10-year 5.81%.

WIISX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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