WINDX Mutual Fund

WINDX Mutual Fund

NAV$39.96
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Returns Overview

1 Month
-0.91%
3 Months
+1.16%
6 Months
+16.60%
YTD
+11.62%
1 Year
+14.48%
3 Years (annualized)
+19.96%
5 Years (annualized)
+11.49%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WINDX 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
Wilshire 5000 Index(^W5000)
This Mutual Fund (YTD)
+11.62%
Peer Avg (YTD)
+9.91%
vs Peers
+1.71%

WINDX Mutual Fund Performance

WINDX performance across multiple time periods: 1-month -0.91%, YTD 11.62%, 1-year 14.48%, 3-year 19.96%, 5-year 11.49%, 10-year 14.03%.

WINDX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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