IWIRX Mutual Fund

IWIRX Mutual Fund

NAV$62.00
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Returns Overview

1 Month
-2.55%
3 Months
+0.97%
6 Months
+5.10%
YTD
+6.87%
1 Year
+7.24%
3 Years (annualized)
+21.88%
5 Years (annualized)
+9.29%
10 Years (annualized)
+14.72%

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
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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
MSCI World Index (Net)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+5.23%
vs Peers
+1.64%

IWIRX Mutual Fund Performance

IWIRX performance across multiple time periods: 1-month -2.55%, YTD 6.87%, 1-year 7.24%, 3-year 21.88%, 5-year 9.29%, 10-year 14.72%.

IWIRX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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