MSHWX Mutual Fund

MSHWX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+1.04%
3 Months
+1.63%
6 Months
+2.71%
YTD
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHWX 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

This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+2.15%
vs Peers
+1.30%

MSHWX Mutual Fund Performance

MSHWX performance across multiple time periods: 1-month 1.04%, YTD 3.45%.

MSHWX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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