Wireless Fund (WIREX)

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The chart shows the growth of an initial investment of $10,000 in Wireless Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Wireless Fund (WIREX) has returned -11.18% so far this year and 28.92% over the past 12 months. Looking at the last ten years, WIREX has achieved an annualized return of 17.28%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Mar 31, 2000, WIREX's average daily return is +1.08%, while the average monthly return is +0.54%. At this rate, your investment would double in approximately 10.7 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2002 with a return of +30.5%, while the worst month was Feb 2001 at -34.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, WIREX closed higher 51% of trading days. The best single day was Jan 27, 2025 with a return of +4,105.8%, while the worst single day was Jan 28, 2025 at -97.7%.

Wireless Fund has an annualized alpha of 1297.91%, beta of 0.89, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 03, 2000.

• This fund captured 144.33% of S&P 500 Index gains and 141.86% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WIREX has a high expense ratio of 1.95%, indicating above-average management fees.

WIREX ranks 60 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Wireless Fund (WIREX) and compare them to a chosen benchmark (S&P 500 Index).

Wireless Fund provided a 3.83% dividend yield over the last twelve months, with an annual payout of $0.80 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Wireless Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Wireless Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wireless Fund was 98.24%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Wireless Fund drawdown is 97.44%.

The chart below shows the rolling one-month volatility.