WWIAX Mutual Fund

WWIAX Mutual Fund

NAV$13.10
See how much of WWIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.46%
3 Months
-2.08%
6 Months
+2.57%
YTD
+2.26%
1 Year
+5.15%
3 Years (annualized)
+10.32%
5 Years (annualized)
+4.14%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWIAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+2.46%
vs Peers
-0.19%

WWIAX Mutual Fund Performance

WWIAX performance across multiple time periods: 1-month -3.46%, YTD 2.26%, 1-year 5.15%, 3-year 10.32%, 5-year 4.14%, 10-year 6.06%.

WWIAX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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