MWESX Mutual Fund

MWESX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
-1.22%
3 Months
-0.60%
6 Months
-0.41%
YTD
+0.29%
1 Year
+4.12%
3 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWESX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.12%
vs Peers
+0.17%

MWESX Mutual Fund Performance

MWESX performance across multiple time periods: 1-month -1.22%, YTD 0.29%, 1-year 4.12%, 3-year 7.38%.

MWESX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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