IWIRX Mutual Fund

IWIRX Mutual Fund

NAV$63.74
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Returns Overview

1 Month
+0.37%
3 Months
+2.65%
6 Months
+17.23%
YTD
+9.67%
1 Year
+13.77%
3 Years (annualized)
+19.01%
5 Years (annualized)
+9.13%
10 Years (annualized)
+14.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWIRX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+8.68%
vs Peers
+0.99%

IWIRX Mutual Fund Performance

IWIRX performance across multiple time periods: 1-month 0.37%, YTD 9.67%, 1-year 13.77%, 3-year 19.01%, 5-year 9.13%, 10-year 14.85%.

IWIRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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