MWERX Mutual Fund

MWERX Mutual Fund

NAV$8.78
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Returns Overview

6 Months
+0.33%
YTD
+0.90%
1 Year
+4.67%
3 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWERX 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
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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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+0.12%
vs Peers
+0.78%

MWERX Mutual Fund Performance

MWERX performance across multiple time periods: YTD 0.90%, 1-year 4.67%, 3-year 7.45%.

MWERX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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