WIREX Mutual Fund

WIREX Mutual Fund

NAV$27.87
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Returns Overview

1 Month
+5.37%
3 Months
-2.97%
6 Months
+29.13%
YTD
+19.05%
1 Year
+22.19%
3 Years (annualized)
+30.11%
5 Years (annualized)
+21.94%
10 Years (annualized)
+25.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIREX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+19.05%
Peer Avg (YTD)
+16.41%
vs Peers
+2.64%

WIREX Mutual Fund Performance

WIREX performance across multiple time periods: 1-month 5.37%, YTD 19.05%, 1-year 22.19%, 3-year 30.11%, 5-year 21.94%, 10-year 25.49%.

WIREX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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