MWEGX Mutual Fund

MWEGX Mutual Fund

NAV$34.07
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Returns Overview

1 Month
+1.03%
3 Months
-1.56%
6 Months
+4.74%
YTD
+2.64%
1 Year
+5.57%
3 Years (annualized)
+11.53%
5 Years (annualized)
+2.55%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWEGX 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)
+2.64%
Peer Avg (YTD)
+8.05%
vs Peers
-5.41%

MWEGX Mutual Fund Performance

MWEGX performance across multiple time periods: 1-month 1.03%, YTD 2.64%, 1-year 5.57%, 3-year 11.53%, 5-year 2.55%, 10-year 7.80%.

MWEGX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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