WISIX Mutual Fund

WISIX Mutual Fund

NAV$14.90
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Returns Overview

1 Month
-2.09%
3 Months
-3.54%
6 Months
+8.16%
YTD
+6.85%
1 Year
+4.67%
3 Years (annualized)
+11.04%
5 Years (annualized)
-2.17%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WISIX 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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+10.69%
vs Peers
-3.85%

WISIX Mutual Fund Performance

WISIX performance across multiple time periods: 1-month -2.09%, YTD 6.85%, 1-year 4.67%, 3-year 11.04%, 5-year -2.17%, 10-year 5.70%.

WISIX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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