MAWIX Mutual Fund

MAWIX Mutual Fund

NAV$5.27
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Returns Overview

1 Month
-1.13%
3 Months
+0.21%
6 Months
-0.87%
YTD
+0.23%
1 Year
+3.46%
3 Years (annualized)
+4.44%
5 Years (annualized)
-0.36%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAWIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+0.25%
vs Peers
-0.01%

MAWIX Mutual Fund Performance

MAWIX performance across multiple time periods: 1-month -1.13%, YTD 0.23%, 1-year 3.46%, 3-year 4.44%, 5-year -0.36%, 10-year 1.68%.

MAWIX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

MAWIX vs another fund shows side-by-side returns. MAWIX alternatives are available in the Mutual Fund Screener.