WARRX Mutual Fund

NAV$12.47

Returns Overview

1 Month
-3.54%
3 Months
-0.79%
6 Months
+13.69%
YTD
+13.38%
1 Year
+23.04%
3 Years (annualized)
+12.29%
5 Years (annualized)
+7.13%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WARRX 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)
+13.38%
Peer Avg (YTD)
+5.93%
vs Peers
+7.45%

WARRX Mutual Fund Performance

WARRX performance across multiple time periods: 1-month -3.54%, YTD 13.38%, 1-year 23.04%, 3-year 12.29%, 5-year 7.13%, 10-year 5.76%.

WARRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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