ETFWX Mutual Fund

ETFWX Mutual Fund

NAV$21.15
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Returns Overview

1 Month
+1.15%
3 Months
+0.05%
6 Months
+5.17%
YTD
+7.24%
1 Year
+12.17%
3 Years (annualized)
+9.11%
5 Years (annualized)
+4.49%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFWX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+6.28%
vs Peers
+0.96%

ETFWX Mutual Fund Performance

ETFWX performance across multiple time periods: 1-month 1.15%, YTD 7.24%, 1-year 12.17%, 3-year 9.11%, 5-year 4.49%, 10-year 6.67%.

ETFWX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

ETFWX vs another fund shows side-by-side returns. ETFWX alternatives are available in the Mutual Fund Screener.