WARCX Mutual Fund

WARCX Mutual Fund

NAV$12.65
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Returns Overview

1 Month
-1.17%
3 Months
-1.71%
6 Months
-2.77%
YTD
+10.77%
1 Year
+13.78%
3 Years (annualized)
+10.26%
5 Years (annualized)
+6.16%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARCX 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)
+10.77%
Peer Avg (YTD)
+5.22%
vs Peers
+5.55%

WARCX Mutual Fund Performance

WARCX performance across multiple time periods: 1-month -1.17%, YTD 10.77%, 1-year 13.78%, 3-year 10.26%, 5-year 6.16%, 10-year 4.24%.

WARCX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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