IWTTX Mutual Fund

IWTTX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
-3.45%
3 Months
+3.35%
6 Months
+8.17%
YTD
+9.53%
1 Year
+11.56%
3 Years (annualized)
+16.72%
5 Years (annualized)
+9.45%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWTTX 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 Value Index(^MVUDWI)
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+10.00%
vs Peers
-0.46%

IWTTX Mutual Fund Performance

IWTTX performance across multiple time periods: 1-month -3.45%, YTD 9.53%, 1-year 11.56%, 3-year 16.72%, 5-year 9.45%, 10-year 9.67%.

IWTTX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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