WINDX Mutual Fund

NAV$39.66

Returns Overview

1 Month
-0.39%
3 Months
+15.26%
6 Months
+10.68%
YTD
+10.34%
1 Year
+22.33%
3 Years (annualized)
+20.19%
5 Years (annualized)
+12.30%
10 Years (annualized)
+14.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WINDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Wilshire 5000 Index(^W5000)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+9.51%
vs Peers
+0.83%

WINDX Mutual Fund Performance

WINDX performance across multiple time periods: 1-month -0.39%, YTD 10.34%, 1-year 22.33%, 3-year 20.19%, 5-year 12.30%, 10-year 14.38%.

WINDX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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