WINIX Mutual Fund

WINIX Mutual Fund

NAV$12.26
See how much of WINIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.15%
3 Months
-0.58%
6 Months
+11.62%
YTD
+12.22%
1 Year
+17.88%
3 Years (annualized)
+20.79%
5 Years (annualized)
+8.15%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WINIX 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 Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+9.29%
vs Peers
+2.93%

WINIX Mutual Fund Performance

WINIX performance across multiple time periods: 1-month -3.15%, YTD 12.22%, 1-year 17.88%, 3-year 20.79%, 5-year 8.15%, 10-year 9.13%.

WINIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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