MWHIX Mutual Fund

MWHIX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-0.26%
3 Months
+0.62%
6 Months
+1.25%
YTD
+1.88%
1 Year
+3.86%
3 Years (annualized)
+6.69%
5 Years (annualized)
+2.63%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWHIX 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 Universal Bond Index
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+0.12%
vs Peers
+1.76%

MWHIX Mutual Fund Performance

MWHIX performance across multiple time periods: 1-month -0.26%, YTD 1.88%, 1-year 3.86%, 3-year 6.69%, 5-year 2.63%, 10-year 4.75%.

MWHIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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