WISNX Mutual Fund

WISNX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
-2.06%
3 Months
-3.54%
6 Months
+7.99%
YTD
+6.66%
1 Year
+4.41%
3 Years (annualized)
+10.74%
5 Years (annualized)
-2.43%
10 Years (annualized)
+5.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WISNX 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)
+6.66%
Peer Avg (YTD)
+10.69%
vs Peers
-4.03%

WISNX Mutual Fund Performance

WISNX performance across multiple time periods: 1-month -2.06%, YTD 6.66%, 1-year 4.41%, 3-year 10.74%, 5-year -2.43%, 10-year 5.41%.

WISNX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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