IWEDX Mutual Fund

NAV$15.60

Returns Overview

1 Month
+2.30%
3 Months
+15.24%
6 Months
+10.94%
YTD
+9.82%
1 Year
+17.69%
3 Years (annualized)
+16.52%
5 Years (annualized)
+11.58%
10 Years (annualized)
+11.97%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+9.49%
vs Peers
+0.33%

IWEDX Mutual Fund Performance

IWEDX performance across multiple time periods: 1-month 2.30%, YTD 9.82%, 1-year 17.69%, 3-year 16.52%, 5-year 11.58%, 10-year 11.97%.

IWEDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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