MWECX Mutual Fund

MWECX Mutual Fund

NAV$33.35
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Returns Overview

1 Month
+4.88%
3 Months
+6.39%
6 Months
+3.34%
YTD
+4.24%
1 Year
+10.14%
3 Years (annualized)
+7.53%
5 Years (annualized)
+3.65%
10 Years (annualized)
+8.11%

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
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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)
+4.24%
Peer Avg (YTD)
+9.42%
vs Peers
-5.18%

MWECX Mutual Fund Performance

MWECX performance across multiple time periods: 1-month 4.88%, YTD 4.24%, 1-year 10.14%, 3-year 7.53%, 5-year 3.65%, 10-year 8.11%.

MWECX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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