WILIX Mutual Fund

WILIX Mutual Fund

NAV$24.45
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Returns Overview

1 Month
-2.08%
3 Months
-3.23%
6 Months
+13.03%
YTD
+11.56%
1 Year
+17.05%
3 Years (annualized)
+14.48%
5 Years (annualized)
+2.03%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILIX 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 ACWI ex USA IMI
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+8.67%
vs Peers
+2.89%

WILIX Mutual Fund Performance

WILIX performance across multiple time periods: 1-month -2.08%, YTD 11.56%, 1-year 17.05%, 3-year 14.48%, 5-year 2.03%, 10-year 8.72%.

WILIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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