IWSBX Mutual Fund

NAV$9.31

Returns Overview

1 Month
+0.04%
3 Months
+0.67%
6 Months
+0.80%
YTD
+0.80%
1 Year
+3.89%
3 Years (annualized)
+4.90%
5 Years (annualized)
+2.17%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWSBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+3.23%
vs Peers
-2.43%

IWSBX Mutual Fund Performance

IWSBX performance across multiple time periods: 1-month 0.04%, YTD 0.80%, 1-year 3.89%, 3-year 4.90%, 5-year 2.17%, 10-year 2.25%.

IWSBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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