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Wilmington International Institutional (WINIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.05+0.01 (+0.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.81%
5-year average return4.33%
Number of years up16
Number of years down9
Best 1-yr total return (27 Jun 2024)37.14%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return37.14%
Worst 3-yr total return-2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWINIXCategory
YTD7.64%9.07%
1-month4.03%-1.09%
3-month6.04%5.12%
1-year17.01%33.76%
3-year-1.65%8.50%
5-year5.70%10.08%
10-year3.62%5.80%
Last bull market18.14%14.90%
Last bear market-12.91%-23.70%

Annual total return (%) history

Year
WINIXCategory
2024
N/AN/A
2023
12.59%N/A
2022
-20.22%N/A
2021
7.23%N/A
2020
12.96%9.30%
2019
20.90%21.59%
2018
-16.16%-14.59%
2017
33.56%25.12%
2016
1.59%0.79%
2015
-4.34%-1.59%
2014
-3.83%-4.98%
2013
13.68%19.44%
2012
15.47%18.29%
2011
-17.49%-13.97%
2010
16.08%10.24%
2009
37.14%31.24%
2008
-46.16%-43.99%
2007
12.87%12.71%
2006
27.97%24.77%
2005
14.20%14.72%
2004
22.10%17.39%
2003
33.95%33.58%
2002
-18.10%-16.69%
2001
-26.91%-21.67%
2000
-15.60%-16.34%
1999
41.72%40.28%
1998
N/A12.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.75%N/AN/AN/A
20236.50%1.28%-4.08%8.83%
2022-10.56%-12.91%-10.96%15.03%
20213.33%3.61%-2.11%2.32%
2020-22.62%16.76%8.65%15.07%
201911.04%2.35%-2.81%9.46%
2018-0.87%-3.03%0.74%-13.43%
20179.47%8.25%6.96%5.38%
2016-0.29%0.28%6.15%-4.28%
20155.66%0.71%-12.82%3.11%
20140.84%4.54%-5.32%-3.66%
20131.42%-2.48%9.34%5.12%
201211.17%-7.79%6.35%5.92%
20112.04%0.17%-21.38%2.67%
20102.87%-11.13%17.92%7.67%
2009-11.80%25.70%20.60%2.57%
2008-9.39%-1.96%-22.02%-22.28%
20074.35%7.35%2.64%-1.83%
200610.08%-0.27%4.25%11.81%
20050.23%-1.27%11.25%3.73%
20044.92%-1.07%0.54%17.01%
2003-7.68%16.63%7.13%16.12%
2002-1.07%-2.48%-19.24%5.12%
2001-16.94%-0.93%-15.75%5.43%
20002.69%-6.66%-10.02%-2.15%
1999-0.41%3.71%5.48%30.07%
1998-14.81%15.86%N/AN/A

Rank in category (by total return)

YTD39
1-month70
3-month21
1-year58
3-year92
5-year87

Load adjusted returns

1-year17.01%
3-year-1.65%
5-year5.70%
10-year3.62%