MNWBX Mutual Fund

MNWBX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
+1.64%
3 Months
+2.12%
6 Months
+2.60%
YTD
+2.44%
1 Year
+3.67%
3 Years (annualized)
+5.74%
5 Years (annualized)
+3.14%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNWBX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+2.39%
vs Peers
+0.05%

MNWBX Mutual Fund Performance

MNWBX performance across multiple time periods: 1-month 1.64%, YTD 2.44%, 1-year 3.67%, 3-year 5.74%, 5-year 3.14%, 10-year 2.97%.

MNWBX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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