BWX ETF

$21.99

Returns Overview

1 Month
-1.83%
3 Months
+0.23%
6 Months
-2.55%
YTD
-2.47%
1 Year
-4.82%
3 Years (annualized)
+0.94%
5 Years (annualized)
-4.21%
10 Years (annualized)
-1.47%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BWX 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
Bloomberg Global Treasury ex-US Capped Index
This ETF (YTD)
-2.47%
Peer Avg (YTD)
+0.99%
vs Peers
-3.47%

BWX ETF Performance

BWX performance across multiple time periods: 1-month -1.83%, YTD -2.47%, 1-year -4.82%, 3-year 0.94%, 5-year -4.21%, 10-year -1.47%.

BWX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

BWX performance comparison shows side-by-side returns with another fund. BWX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.83%N/A
3 Months+0.23%N/A
6 Months-2.55%N/A
1 Year-4.82%N/A
3 Years+0.94%N/A
5 Years-4.21%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized