MWEIX Mutual Fund

NAV$45.79

Returns Overview

1 Month
-0.82%
3 Months
+8.80%
6 Months
-0.02%
YTD
-0.12%
1 Year
+4.86%
3 Years (annualized)
+4.92%
5 Years (annualized)
+1.98%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWEIX 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)
-0.12%
Peer Avg (YTD)
+9.13%
vs Peers
-9.25%

MWEIX Mutual Fund Performance

MWEIX performance across multiple time periods: 1-month -0.82%, YTD -0.12%, 1-year 4.86%, 3-year 4.92%, 5-year 1.98%, 10-year 8.17%.

MWEIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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