MWEFX Mutual Fund

NAV$43.53

Returns Overview

1 Month
-0.84%
3 Months
+8.77%
6 Months
-0.12%
YTD
-0.22%
1 Year
+4.63%
3 Years (annualized)
+4.60%
5 Years (annualized)
+1.69%
10 Years (annualized)
+7.82%

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
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)
-0.22%
Peer Avg (YTD)
+9.13%
vs Peers
-9.36%

MWEFX Mutual Fund Performance

MWEFX performance across multiple time periods: 1-month -0.84%, YTD -0.22%, 1-year 4.63%, 3-year 4.60%, 5-year 1.69%, 10-year 7.82%.

MWEFX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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