WARDX Mutual Fund

NAV$11.01

Returns Overview

1 Month
+2.18%
3 Months
+2.18%
6 Months
-1.28%
YTD
+1.89%
1 Year
+1.55%
3 Years (annualized)
+7.95%
5 Years (annualized)
+4.83%
10 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARDX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+4.97%
vs Peers
-3.08%

WARDX Mutual Fund Performance

WARDX performance across multiple time periods: 1-month 2.18%, YTD 1.89%, 1-year 1.55%, 3-year 7.95%, 5-year 4.83%, 10-year 3.46%.

WARDX returns trail the peer average of 4.97% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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