WARIX Mutual Fund

WARIX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-1.83%
3 Months
-1.94%
6 Months
-0.73%
YTD
-1.46%
1 Year
-0.55%
3 Years (annualized)
+4.68%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARIX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-1.46%
Peer Avg (YTD)
+0.50%
vs Peers
-1.96%

WARIX Mutual Fund Performance

WARIX performance across multiple time periods: 1-month -1.83%, YTD -1.46%, 1-year -0.55%, 3-year 4.68%, 5-year -0.13%, 10-year 1.66%.

WARIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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