WILCX Mutual Fund

NAV$12.75

Returns Overview

1 Month
+3.07%
3 Months
+2.91%
6 Months
+9.82%
YTD
+14.04%
1 Year
+23.93%
3 Years (annualized)
+18.53%
5 Years (annualized)
+12.05%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILCX 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 (All Country) World Value Index(MAWV)
This Mutual Fund (YTD)
+14.04%
Peer Avg (YTD)
+9.49%
vs Peers
+4.55%

WILCX Mutual Fund Performance

WILCX performance across multiple time periods: 1-month 3.07%, YTD 14.04%, 1-year 23.93%, 3-year 18.53%, 5-year 12.05%, 10-year 11.41%.

WILCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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