WIPIX Mutual Fund

WIPIX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-2.94%
3 Months
-3.91%
6 Months
-2.92%
YTD
-2.98%
1 Year
-2.09%
3 Years (annualized)
-0.30%
5 Years (annualized)
-4.09%
10 Years (annualized)
-1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIPIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.98%
Peer Avg (YTD)
-1.38%
vs Peers
-1.60%

WIPIX Mutual Fund Performance

WIPIX performance across multiple time periods: 1-month -2.94%, YTD -2.98%, 1-year -2.09%, 3-year -0.30%, 5-year -4.09%, 10-year -1.45%.

WIPIX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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