MWEMX Mutual Fund

MWEMX Mutual Fund

NAV$45.67
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Returns Overview

1 Month
+4.96%
3 Months
+6.68%
6 Months
+3.91%
YTD
+4.89%
1 Year
+11.35%
3 Years (annualized)
+8.71%
5 Years (annualized)
+4.08%
10 Years (annualized)
+8.14%

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)
+4.89%
Peer Avg (YTD)
+9.42%
vs Peers
-4.53%

MWEMX Mutual Fund Performance

MWEMX performance across multiple time periods: 1-month 4.96%, YTD 4.89%, 1-year 11.35%, 3-year 8.71%, 5-year 4.08%, 10-year 8.14%.

MWEMX returns trail the peer average of 9.42% 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.