IWEDX Mutual Fund

IWEDX Mutual Fund

NAV$15.63
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Returns Overview

1 Month
+3.50%
3 Months
+1.40%
6 Months
+9.50%
YTD
+14.02%
1 Year
+17.10%
3 Years (annualized)
+19.23%
5 Years (annualized)
+10.90%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWEDX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.02%
Peer Avg (YTD)
+14.61%
vs Peers
-0.60%

IWEDX Mutual Fund Performance

IWEDX performance across multiple time periods: 1-month 3.50%, YTD 14.02%, 1-year 17.10%, 3-year 19.23%, 5-year 10.90%, 10-year 12.00%.

IWEDX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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