EWMCX Mutual Fund

NAV$45.01

Returns Overview

1 Month
+0.43%
3 Months
+13.59%
6 Months
+8.43%
YTD
+7.79%
1 Year
+17.98%
3 Years (annualized)
+14.81%
5 Years (annualized)
+9.31%
10 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EWMCX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+8.97%
vs Peers
-1.18%

EWMCX Mutual Fund Performance

EWMCX performance across multiple time periods: 1-month 0.43%, YTD 7.79%, 1-year 17.98%, 3-year 14.81%, 5-year 9.31%, 10-year 14.92%.

EWMCX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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