BWZ ETF

BWZ ETF
$27.32
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Returns Overview

1 Month
+1.20%
3 Months
-0.94%
6 Months
-2.14%
YTD
-0.43%
1 Year
+1.24%
3 Years (annualized)
+2.10%
5 Years (annualized)
-1.65%
10 Years (annualized)
-0.70%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BWZ 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-3 Year Global Treasury ex-US Capped Index
This ETF (YTD)
-0.43%
Peer Avg (YTD)
+0.25%
vs Peers
-0.68%

BWZ ETF Performance

BWZ performance across multiple time periods: 1-month 1.20%, YTD -0.43%, 1-year 1.24%, 3-year 2.10%, 5-year -1.65%, 10-year -0.70%.

BWZ returns trail the peer average of 0.25% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

BWZ vs another fund shows side-by-side returns. BWZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.20%N/A
3 Months-0.94%N/A
6 Months-2.14%N/A
1 Year+1.24%N/A
3 Years+2.10%N/A
5 Years-1.65%N/A

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