MWEBX Mutual Fund

MWEBX Mutual Fund

NAV$35.18
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Returns Overview

1 Month
+2.16%
3 Months
+6.15%
6 Months
+6.21%
YTD
+6.49%
1 Year
+9.92%
3 Years (annualized)
+9.24%
5 Years (annualized)
+3.18%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWEBX 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 World Index Net Dividend
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+10.17%
vs Peers
-3.68%

MWEBX Mutual Fund Performance

MWEBX performance across multiple time periods: 1-month 2.16%, YTD 6.49%, 1-year 9.92%, 3-year 9.24%, 5-year 3.18%, 10-year 7.89%.

MWEBX returns trail the peer average of 10.17% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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