WIREX Mutual Fund

NAV$26.96

Returns Overview

1 Month
+0.14%
3 Months
+33.09%
6 Months
+23.43%
YTD
+22.70%
1 Year
+46.59%
3 Years (annualized)
+35.05%
5 Years (annualized)
+24.89%
10 Years (annualized)
+27.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIREX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+22.70%
Peer Avg (YTD)
+16.06%
vs Peers
+6.64%

WIREX Mutual Fund Performance

WIREX performance across multiple time periods: 1-month 0.14%, YTD 22.70%, 1-year 46.59%, 3-year 35.05%, 5-year 24.89%, 10-year 27.23%.

WIREX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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