MOWIX Mutual Fund

NAV$22.94

Returns Overview

1 Month
-4.10%
3 Months
+0.14%
6 Months
+5.37%
YTD
+4.36%
1 Year
+23.04%
3 Years (annualized)
+24.18%
5 Years (annualized)
+18.67%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOWIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+9.16%
vs Peers
-4.80%

MOWIX Mutual Fund Performance

MOWIX performance across multiple time periods: 1-month -4.10%, YTD 4.36%, 1-year 23.04%, 3-year 24.18%, 5-year 18.67%, 10-year 11.28%.

MOWIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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