WICGX Mutual Fund

NAV$6.75

Returns Overview

1 Month
+7.37%
3 Months
+23.45%
6 Months
+16.08%
YTD
+13.81%
1 Year
+29.57%
3 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI China All Shares Index NR USD(^M1CNALNR)
This Mutual Fund (YTD)
+13.81%
Peer Avg (YTD)
+7.98%
vs Peers
+5.84%

WICGX Mutual Fund Performance

WICGX performance across multiple time periods: 1-month 7.37%, YTD 13.81%, 1-year 29.57%, 3-year 12.33%.

WICGX returns outperform the peer average of 7.98% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

WICGX performance comparison shows side-by-side returns with another fund. WICGX alternatives are available in the Mutual Fund Screener.