WARCX Mutual Fund

NAV$12.86

Returns Overview

1 Month
-3.67%
3 Months
-1.08%
6 Months
+12.99%
YTD
+12.70%
1 Year
+21.48%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.90%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARCX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+5.93%
vs Peers
+6.76%

WARCX Mutual Fund Performance

WARCX performance across multiple time periods: 1-month -3.67%, YTD 12.70%, 1-year 21.48%, 3-year 10.97%, 5-year 5.90%, 10-year 4.55%.

WARCX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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