WLIVX Mutual Fund

NAV$22.44

Returns Overview

1 Month
-1.19%
3 Months
+3.51%
6 Months
+4.08%
YTD
+10.60%
1 Year
+29.50%
3 Years (annualized)
+25.97%
5 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLIVX 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 US Index
This Mutual Fund (YTD)
+10.60%
Peer Avg (YTD)
+9.13%
vs Peers
+1.46%

WLIVX Mutual Fund Performance

WLIVX performance across multiple time periods: 1-month -1.19%, YTD 10.60%, 1-year 29.50%, 3-year 25.97%, 5-year 10.92%.

WLIVX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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