MWEGX Mutual Fund

NAV$34.73

Returns Overview

1 Month
-0.92%
3 Months
+8.56%
6 Months
-0.52%
YTD
-0.58%
1 Year
+3.82%
3 Years (annualized)
+3.39%
5 Years (annualized)
+3.47%
10 Years (annualized)
+8.43%

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
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)
-0.58%
Peer Avg (YTD)
+9.13%
vs Peers
-9.72%

MWEGX Mutual Fund Performance

MWEGX performance across multiple time periods: 1-month -0.92%, YTD -0.58%, 1-year 3.82%, 3-year 3.39%, 5-year 3.47%, 10-year 8.43%.

MWEGX 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.

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