MWHZX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+0.18%
3 Months
+2.15%
6 Months
+2.04%
YTD
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWHZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+1.94%
Peer Avg (YTD)
+3.23%
vs Peers
-1.29%

MWHZX Mutual Fund Performance

MWHZX performance across multiple time periods: 1-month 0.18%, YTD 1.94%.

MWHZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

MWHZX performance comparison shows side-by-side returns with another fund. MWHZX alternatives are available in the Mutual Fund Screener.