WINIX Mutual Fund

NAV$12.22

Returns Overview

1 Month
-1.21%
3 Months
+2.69%
6 Months
+3.56%
YTD
+10.09%
1 Year
+26.50%
3 Years (annualized)
+18.76%
5 Years (annualized)
+7.62%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WINIX 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 ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+9.13%
vs Peers
+0.96%

WINIX Mutual Fund Performance

WINIX performance across multiple time periods: 1-month -1.21%, YTD 10.09%, 1-year 26.50%, 3-year 18.76%, 5-year 7.62%, 10-year 9.15%.

WINIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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