IWIRX Mutual Fund

NAV$62.98

Returns Overview

1 Month
+2.90%
3 Months
+14.20%
6 Months
+7.19%
YTD
+6.83%
1 Year
+16.83%
3 Years (annualized)
+19.36%
5 Years (annualized)
+14.95%
10 Years (annualized)
+18.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWIRX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+8.97%
vs Peers
-2.14%

IWIRX Mutual Fund Performance

IWIRX performance across multiple time periods: 1-month 2.90%, YTD 6.83%, 1-year 16.83%, 3-year 19.36%, 5-year 14.95%, 10-year 18.64%.

IWIRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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