WIREX Mutual Fund

WIREX Mutual Fund

NAV$27.16
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Returns Overview

1 Month
-11.24%
3 Months
-0.23%
6 Months
+8.36%
YTD
+8.91%
1 Year
+22.95%
3 Years (annualized)
+26.88%
5 Years (annualized)
+16.52%
10 Years (annualized)
+19.25%

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
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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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+11.56%
vs Peers
-2.65%

WIREX Mutual Fund Performance

WIREX performance across multiple time periods: 1-month -11.24%, YTD 8.91%, 1-year 22.95%, 3-year 26.88%, 5-year 16.52%, 10-year 19.25%.

WIREX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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