MNWRX Mutual Fund

MNWRX Mutual Fund

NAV$13.07
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Returns Overview

1 Month
+1.64%
3 Months
+2.12%
6 Months
+2.69%
YTD
+2.44%
1 Year
+3.75%
3 Years (annualized)
+5.73%
5 Years (annualized)
+3.16%
10 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNWRX 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
+0.06%

MNWRX Mutual Fund Performance

MNWRX performance across multiple time periods: 1-month 1.64%, YTD 2.44%, 1-year 3.75%, 3-year 5.73%, 5-year 3.16%, 10-year 2.98%.

MNWRX 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.

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