IWEDX Mutual Fund

IWEDX Mutual Fund

NAV$15.33
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Returns Overview

1 Month
-3.10%
3 Months
-0.70%
6 Months
+14.43%
YTD
+9.04%
1 Year
+14.86%
3 Years (annualized)
+17.04%
5 Years (annualized)
+11.44%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWEDX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+10.00%
vs Peers
-0.95%

IWEDX Mutual Fund Performance

IWEDX performance across multiple time periods: 1-month -3.10%, YTD 9.04%, 1-year 14.86%, 3-year 17.04%, 5-year 11.44%, 10-year 11.91%.

IWEDX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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