WIIGX Mutual Fund

NAV$15.98

Returns Overview

1 Month
-1.30%
3 Months
+1.72%
6 Months
+3.83%
YTD
+5.83%
1 Year
-0.64%
3 Years (annualized)
+7.97%
5 Years (annualized)
-2.22%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIIGX 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 AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+18.52%
vs Peers
-12.70%

WIIGX Mutual Fund Performance

WIIGX performance across multiple time periods: 1-month -1.30%, YTD 5.83%, 1-year -0.64%, 3-year 7.97%, 5-year -2.22%, 10-year 4.75%.

WIIGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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