MOWNX Mutual Fund

MOWNX Mutual Fund

NAV$23.76
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Returns Overview

1 Month
+2.26%
3 Months
-2.03%
6 Months
-1.42%
YTD
+7.63%
1 Year
+25.14%
3 Years (annualized)
+21.61%
5 Years (annualized)
+19.21%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOWNX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+8.67%
vs Peers
-1.04%

MOWNX Mutual Fund Performance

MOWNX performance across multiple time periods: 1-month 2.26%, YTD 7.63%, 1-year 25.14%, 3-year 21.61%, 5-year 19.21%, 10-year 11.00%.

MOWNX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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