MWFIX Mutual Fund

MWFIX Mutual Fund

NAV$20.33
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Returns Overview

1 Month
-1.40%
3 Months
+3.95%
6 Months
+8.69%
YTD
+11.32%
1 Year
+22.62%
3 Years (annualized)
+16.10%
5 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.32%
Peer Avg (YTD)
+6.57%
vs Peers
+4.75%

MWFIX Mutual Fund Performance

MWFIX performance across multiple time periods: 1-month -1.40%, YTD 11.32%, 1-year 22.62%, 3-year 16.10%, 5-year 9.17%.

MWFIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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