WARAX Mutual Fund

WARAX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
-1.20%
3 Months
-1.60%
6 Months
-2.46%
YTD
+11.31%
1 Year
+14.58%
3 Years (annualized)
+11.12%
5 Years (annualized)
+6.97%
10 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARAX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+5.22%
vs Peers
+6.09%

WARAX Mutual Fund Performance

WARAX performance across multiple time periods: 1-month -1.20%, YTD 11.31%, 1-year 14.58%, 3-year 11.12%, 5-year 6.97%, 10-year 4.99%.

WARAX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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