MKWIX Mutual Fund

MKWIX Mutual Fund

NAV$5.29
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Returns Overview

1 Month
-0.94%
3 Months
+0.22%
6 Months
-0.84%
YTD
+0.45%
1 Year
+3.71%
3 Years (annualized)
+4.56%
5 Years (annualized)
-0.32%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKWIX 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
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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)
+0.45%
Peer Avg (YTD)
+0.25%
vs Peers
+0.20%

MKWIX Mutual Fund Performance

MKWIX performance across multiple time periods: 1-month -0.94%, YTD 0.45%, 1-year 3.71%, 3-year 4.56%, 5-year -0.32%, 10-year 1.49%.

MKWIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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