IWEDX Mutual Fund

IWEDX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
+1.11%
3 Months
+4.83%
6 Months
+10.93%
YTD
+13.69%
1 Year
+18.45%
3 Years (annualized)
+17.04%
5 Years (annualized)
+11.44%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWEDX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.69%
Peer Avg (YTD)
+12.44%
vs Peers
+1.25%

IWEDX Mutual Fund Performance

IWEDX performance across multiple time periods: 1-month 1.11%, YTD 13.69%, 1-year 18.45%, 3-year 17.04%, 5-year 11.44%, 10-year 11.91%.

IWEDX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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