MDWIX Mutual Fund

MDWIX Mutual Fund

NAV$5.12
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Returns Overview

1 Month
+0.33%
3 Months
-0.49%
6 Months
-1.73%
YTD
+0.61%
1 Year
+2.05%
3 Years (annualized)
+4.80%
5 Years (annualized)
-0.51%
10 Years (annualized)
+1.48%

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
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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)
+0.61%
Peer Avg (YTD)
+0.20%
vs Peers
+0.40%

MDWIX Mutual Fund Performance

MDWIX performance across multiple time periods: 1-month 0.33%, YTD 0.61%, 1-year 2.05%, 3-year 4.80%, 5-year -0.51%, 10-year 1.48%.

MDWIX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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