ETFWX Mutual Fund

NAV$20.93

Returns Overview

1 Month
-0.33%
3 Months
+2.40%
6 Months
+3.82%
YTD
+6.03%
1 Year
+15.66%
3 Years (annualized)
+9.19%
5 Years (annualized)
+5.02%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFWX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+5.87%
vs Peers
+0.16%

ETFWX Mutual Fund Performance

ETFWX performance across multiple time periods: 1-month -0.33%, YTD 6.03%, 1-year 15.66%, 3-year 9.19%, 5-year 5.02%, 10-year 7.17%.

ETFWX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

ETFWX performance comparison shows side-by-side returns with another fund. ETFWX alternatives are available in the Mutual Fund Screener.