MWEMX Mutual Fund

NAV$45.82

Returns Overview

1 Month
-0.80%
3 Months
+8.85%
6 Months
+0.02%
YTD
-0.07%
1 Year
+4.97%
3 Years (annualized)
+5.06%
5 Years (annualized)
+2.09%
10 Years (annualized)
+8.07%

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
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)
-0.07%
Peer Avg (YTD)
+9.13%
vs Peers
-9.20%

MWEMX Mutual Fund Performance

MWEMX performance across multiple time periods: 1-month -0.80%, YTD -0.07%, 1-year 4.97%, 3-year 5.06%, 5-year 2.09%, 10-year 8.07%.

MWEMX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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