WARRX Mutual Fund

WARRX Mutual Fund

NAV$12.36
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Returns Overview

1 Month
-1.12%
3 Months
-1.44%
6 Months
-2.22%
YTD
+11.75%
1 Year
+15.10%
3 Years (annualized)
+11.58%
5 Years (annualized)
+7.41%
10 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARRX 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)
+11.75%
Peer Avg (YTD)
+5.22%
vs Peers
+6.53%

WARRX Mutual Fund Performance

WARRX performance across multiple time periods: 1-month -1.12%, YTD 11.75%, 1-year 15.10%, 3-year 11.58%, 5-year 7.41%, 10-year 5.45%.

WARRX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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