WILNX Mutual Fund

WILNX Mutual Fund

NAV$24.22
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Returns Overview

1 Month
-2.10%
3 Months
-3.25%
6 Months
+12.91%
YTD
+11.33%
1 Year
+16.76%
3 Years (annualized)
+14.18%
5 Years (annualized)
+1.74%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILNX 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)
+11.33%
Peer Avg (YTD)
+8.67%
vs Peers
+2.66%

WILNX Mutual Fund Performance

WILNX performance across multiple time periods: 1-month -2.10%, YTD 11.33%, 1-year 16.76%, 3-year 14.18%, 5-year 1.74%, 10-year 8.42%.

WILNX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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