MWEBX Mutual Fund

NAV$36.81

Returns Overview

1 Month
-0.90%
3 Months
+8.55%
6 Months
-0.50%
YTD
-0.58%
1 Year
+3.85%
3 Years (annualized)
+10.72%
5 Years (annualized)
+7.74%
10 Years (annualized)
+10.88%

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
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 World Index Net Dividend
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+9.13%
vs Peers
-9.72%

MWEBX Mutual Fund Performance

MWEBX performance across multiple time periods: 1-month -0.90%, YTD -0.58%, 1-year 3.85%, 3-year 10.72%, 5-year 7.74%, 10-year 10.88%.

MWEBX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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