WARIX Mutual Fund

NAV$9.07

Returns Overview

1 Month
-0.10%
3 Months
+1.23%
6 Months
+0.59%
YTD
+0.48%
1 Year
+2.37%
3 Years (annualized)
+4.84%
5 Years (annualized)
+0.26%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARIX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+3.23%
vs Peers
-2.75%

WARIX Mutual Fund Performance

WARIX performance across multiple time periods: 1-month -0.10%, YTD 0.48%, 1-year 2.37%, 3-year 4.84%, 5-year 0.26%, 10-year 2.03%.

WARIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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