IWSBX Mutual Fund

IWSBX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
+0.27%
3 Months
+0.47%
6 Months
+0.41%
YTD
+1.24%
1 Year
+2.75%
3 Years (annualized)
+4.75%
5 Years (annualized)
+2.21%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWSBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+2.15%
vs Peers
-0.92%

IWSBX Mutual Fund Performance

IWSBX performance across multiple time periods: 1-month 0.27%, YTD 1.24%, 1-year 2.75%, 3-year 4.75%, 5-year 2.21%, 10-year 2.28%.

IWSBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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