WRLDX Mutual Fund

NAV$38.93

Returns Overview

1 Month
-0.94%
3 Months
+5.16%
6 Months
+4.29%
YTD
+8.41%
1 Year
+7.65%
3 Years (annualized)
+8.29%
5 Years (annualized)
+9.82%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRLDX 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
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+8.12%
vs Peers
+0.29%

WRLDX Mutual Fund Performance

WRLDX performance across multiple time periods: 1-month -0.94%, YTD 8.41%, 1-year 7.65%, 3-year 8.29%, 5-year 9.82%, 10-year 8.47%.

WRLDX returns outperform the peer average of 8.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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