MDWIX Mutual Fund

NAV$5.28

Returns Overview

1 Month
+0.14%
3 Months
+2.46%
6 Months
+1.07%
YTD
+1.26%
1 Year
+3.05%
3 Years (annualized)
+4.86%
5 Years (annualized)
-0.30%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDWIX 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 Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+0.99%
vs Peers
+0.26%

MDWIX Mutual Fund Performance

MDWIX performance across multiple time periods: 1-month 0.14%, YTD 1.26%, 1-year 3.05%, 3-year 4.86%, 5-year -0.30%, 10-year 1.67%.

MDWIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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