MWEMX Mutual Fund

MWEMX Mutual Fund

NAV$43.87
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Returns Overview

1 Month
+2.25%
3 Months
+6.47%
6 Months
+6.82%
YTD
+7.25%
1 Year
+11.13%
3 Years (annualized)
+10.46%
5 Years (annualized)
+4.31%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWEMX 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)
+7.25%
Peer Avg (YTD)
+10.17%
vs Peers
-2.92%

MWEMX Mutual Fund Performance

MWEMX performance across multiple time periods: 1-month 2.25%, YTD 7.25%, 1-year 11.13%, 3-year 10.46%, 5-year 4.31%, 10-year 9.07%.

MWEMX returns trail the peer average of 10.17% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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