WARIX Mutual Fund

WARIX Mutual Fund

NAV$8.98
See how much of WARIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.33%
3 Months
+0.01%
6 Months
-0.40%
YTD
+0.15%
1 Year
+2.37%
3 Years (annualized)
+4.14%
5 Years (annualized)
-0.09%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+0.12%
vs Peers
+0.03%

WARIX Mutual Fund Performance

WARIX performance across multiple time periods: 1-month -0.33%, YTD 0.15%, 1-year 2.37%, 3-year 4.14%, 5-year -0.09%, 10-year 1.78%.

WARIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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