Nasdaq - Delayed Quote USD

Wilmington International Institutional (WINIX)

10.31
+0.02
+(0.19%)
At close: 8:04:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.07%
5y Average Return 10.15%
Number of Years Up 17
Number of Years Down 9
Best 1Y Total Return (May 14, 2025) 33.56%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 33.56%
Worst 3Y Total Return -2.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WINIX
Category
YTD
9.75%
9.07%
1-Month
3.01%
-1.09%
3-Month
6.10%
5.12%
1-Year
14.12%
33.76%
3-Year
8.39%
8.50%
5-Year
9.14%
10.08%
10-Year
4.41%
5.80%
Last Bull Market
6.61%
14.90%
Last Bear Market
-12.91%
-23.70%

Annual Total Return (%) History

Year
WINIX
Category
2025
--
--
2024
7.60%
--
2023
12.59%
--
2022
-20.22%
--
2021
7.23%
--
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
--
12.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 6.53% -- -- --
2024 4.75% 1.97% 8.27% -6.96%
2023 6.50% 1.28% -4.08% 8.83%
2022 -10.56% -12.91% -10.96% 15.03%
2021 3.33% 3.61% -2.11% 2.32%
2020 -22.62% 16.76% 8.65% 15.07%
2019 11.04% 2.35% -2.81% 9.46%
2018 -0.87% -3.03% 0.74% -13.43%
2017 9.47% 8.25% 6.96% 5.38%
2016 -0.29% 0.28% 6.15% -4.28%

2015 5.66% 0.71% -12.82% 3.11%
2014 0.84% 4.54% -5.32% -3.66%
2013 1.42% -2.48% 9.34% 5.12%
2012 11.17% -7.79% 6.35% 5.92%
2011 2.04% 0.17% -21.38% 2.67%
2010 2.87% -11.13% 17.92% 7.67%
2009 -11.80% 25.70% 20.60% 2.57%
2008 -9.39% -1.96% -22.02% -22.28%
2007 4.35% 7.35% 2.64% -1.83%
2006 10.08% -0.27% 4.25% 11.81%
2005 0.23% -1.27% 11.25% 3.73%
2004 4.92% -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%
2000 2.69% -6.66% -10.02% -2.15%
1999 -0.41% 3.71% 5.48% 30.07%
1998 -14.81% 15.86% -- --

Rank in Category (By Total Return)

YTD 60
1-Month 74
3-Month 44
1-Year 29
3-Year 65
5-Year 81

Load Adjusted Returns

1-Year 14.12%
3-Year 8.39%
5-Year 9.14%
10-Year 4.41%

Performance & Risk

YTD Return 13.07%
5y Average Return 10.15%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Wilmington Funds
Net Assets 499.14M
YTD Return 9.75%
Yield 2.69%
Morningstar Rating
Inception Date Jun 29, 1998

Fund Summary

The fund seeks to achieve its investment goal by investing, under normal circumstances, at least 80% of the value of its net assets in a diversified portfolio of foreign securities including those domiciled in emerging markets. It may invest in common stocks, preferred shares, depositary receipts, equity-linked instruments of all capitalizations, and exchange-traded funds (“ETFs”).

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