WITIX Mutual Fund

WITIX Mutual Fund

NAV$10.45
See how much of WITIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.70%
3 Months
-5.10%
6 Months
-3.42%
YTD
-3.42%
1 Year
-2.36%
3 Years (annualized)
+3.41%
5 Years (annualized)
+0.99%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WITIX 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
Bloomberg Municipal Bond 1-15 Year Blend Index
This Mutual Fund (YTD)
-3.42%
Peer Avg (YTD)
-3.84%
vs Peers
+0.42%

WITIX Mutual Fund Performance

WITIX performance across multiple time periods: 1-month -3.70%, YTD -3.42%, 1-year -2.36%, 3-year 3.41%, 5-year 0.99%, 10-year 1.83%.

WITIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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