WIMVX Mutual Fund

WIMVX Mutual Fund

NAV$13.61
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Returns Overview

1 Month
-0.74%
3 Months
+0.68%
6 Months
+19.96%
YTD
+15.02%
1 Year
+15.29%
3 Years (annualized)
+17.22%
5 Years (annualized)
+9.42%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIMVX 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 World Index(MDWO)
This Mutual Fund (YTD)
+15.02%
Peer Avg (YTD)
+10.00%
vs Peers
+5.03%

WIMVX Mutual Fund Performance

WIMVX performance across multiple time periods: 1-month -0.74%, YTD 15.02%, 1-year 15.29%, 3-year 17.22%, 5-year 9.42%, 10-year 10.31%.

WIMVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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