MWHYX Mutual Fund

MWHYX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-0.28%
3 Months
+0.45%
6 Months
+1.12%
YTD
+1.74%
1 Year
+3.49%
3 Years (annualized)
+6.44%
5 Years (annualized)
+2.26%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWHYX 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)
+1.74%
Peer Avg (YTD)
+0.12%
vs Peers
+1.61%

MWHYX Mutual Fund Performance

MWHYX performance across multiple time periods: 1-month -0.28%, YTD 1.74%, 1-year 3.49%, 3-year 6.44%, 5-year 2.26%, 10-year 4.44%.

MWHYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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