WWIAX Mutual Fund

NAV$13.57

Returns Overview

1 Month
-1.68%
3 Months
+4.75%
6 Months
+4.76%
YTD
+4.44%
1 Year
+12.76%
3 Years (annualized)
+10.02%
5 Years (annualized)
+3.91%
10 Years (annualized)
+5.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWIAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.44%
Peer Avg (YTD)
+4.14%
vs Peers
+0.30%

WWIAX Mutual Fund Performance

WWIAX performance across multiple time periods: 1-month -1.68%, YTD 4.44%, 1-year 12.76%, 3-year 10.02%, 5-year 3.91%, 10-year 5.99%.

WWIAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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