IWTTX Mutual Fund

NAV$13.04

Returns Overview

3 Months
+4.66%
6 Months
+6.16%
YTD
+5.98%
1 Year
+17.88%
3 Years (annualized)
+18.76%
5 Years (annualized)
+12.12%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IWTTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+9.49%
vs Peers
-3.51%

IWTTX Mutual Fund Performance

IWTTX performance across multiple time periods: YTD 5.98%, 1-year 17.88%, 3-year 18.76%, 5-year 12.12%, 10-year 11.47%.

IWTTX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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