WOOSX Mutual Fund

NAV$18.98

Returns Overview

1 Month
+3.97%
3 Months
+14.64%
6 Months
+12.12%
YTD
+11.52%
1 Year
+11.15%
3 Years (annualized)
+8.36%
5 Years (annualized)
+4.14%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOOSX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.52%
Peer Avg (YTD)
+10.82%
vs Peers
+0.71%

WOOSX Mutual Fund Performance

WOOSX performance across multiple time periods: 1-month 3.97%, YTD 11.52%, 1-year 11.15%, 3-year 8.36%, 5-year 4.14%, 10-year 7.93%.

WOOSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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