MWECX Mutual Fund

NAV$33.48

Returns Overview

1 Month
-0.90%
3 Months
+8.56%
6 Months
-0.51%
YTD
-0.61%
1 Year
+3.82%
3 Years (annualized)
+7.69%
5 Years (annualized)
+3.17%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWECX 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)
-0.61%
Peer Avg (YTD)
+9.13%
vs Peers
-9.74%

MWECX Mutual Fund Performance

MWECX performance across multiple time periods: 1-month -0.90%, YTD -0.61%, 1-year 3.82%, 3-year 7.69%, 5-year 3.17%, 10-year 8.04%.

MWECX 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.

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