MWEFX Mutual Fund

MWEFX Mutual Fund

NAV$43.36
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Returns Overview

1 Month
+4.93%
3 Months
+6.57%
6 Months
+3.71%
YTD
+4.69%
1 Year
+10.97%
3 Years (annualized)
+8.34%
5 Years (annualized)
+3.72%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWEFX 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
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+9.42%
vs Peers
-4.73%

MWEFX Mutual Fund Performance

MWEFX performance across multiple time periods: 1-month 4.93%, YTD 4.69%, 1-year 10.97%, 3-year 8.34%, 5-year 3.72%, 10-year 7.89%.

MWEFX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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