MWCRX Mutual Fund

MWCRX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+0.40%
3 Months
+0.34%
6 Months
+0.61%
YTD
+1.80%
1 Year
+3.89%
3 Years (annualized)
+6.06%
5 Years (annualized)
+2.42%
10 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWCRX 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

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+2.15%
vs Peers
-0.35%

MWCRX Mutual Fund Performance

MWCRX performance across multiple time periods: 1-month 0.40%, YTD 1.80%, 1-year 3.89%, 3-year 6.06%, 5-year 2.42%, 10-year 2.87%.

MWCRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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