WISEX Mutual Fund

WISEX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
-1.45%
3 Months
-1.24%
6 Months
-0.78%
YTD
-2.14%
1 Year
+0.78%
3 Years (annualized)
+4.35%
5 Years (annualized)
+2.38%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WISEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate & Government Index(^IBML3YUCG)
This Mutual Fund (YTD)
-2.14%
Peer Avg (YTD)
+0.50%
vs Peers
-2.64%

WISEX Mutual Fund Performance

WISEX performance across multiple time periods: 1-month -1.45%, YTD -2.14%, 1-year 0.78%, 3-year 4.35%, 5-year 2.38%, 10-year 2.44%.

WISEX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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