MWEHX Mutual Fund

MWEHX Mutual Fund

NAV$43.08
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Returns Overview

1 Month
-0.85%
3 Months
+8.75%
6 Months
-0.15%
YTD
-0.23%
1 Year
+4.62%
3 Years (annualized)
+4.58%
5 Years (annualized)
+1.68%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWEHX 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)
-0.23%
Peer Avg (YTD)
+9.13%
vs Peers
-9.36%

MWEHX Mutual Fund Performance

MWEHX performance across multiple time periods: 1-month -0.85%, YTD -0.23%, 1-year 4.62%, 3-year 4.58%, 5-year 1.68%, 10-year 7.66%.

MWEHX 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.

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