MWELX Mutual Fund

MWELX Mutual Fund

NAV$43.49
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Returns Overview

1 Month
+4.96%
3 Months
+6.64%
6 Months
+3.83%
YTD
+4.83%
1 Year
+11.24%
3 Years (annualized)
+8.60%
5 Years (annualized)
+3.98%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWELX 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
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📉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)
+4.83%
Peer Avg (YTD)
+9.42%
vs Peers
-4.59%

MWELX Mutual Fund Performance

MWELX performance across multiple time periods: 1-month 4.96%, YTD 4.83%, 1-year 11.24%, 3-year 8.60%, 5-year 3.98%, 10-year 8.84%.

MWELX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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