MWHZX Mutual Fund

MWHZX Mutual Fund

NAV$9.49
See how much of MWHZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.04%
3 Months
+1.01%
6 Months
+2.28%
YTD
+2.78%
1 Year
+4.16%
3 Years (annualized)
+6.61%
5 Years (annualized)
+2.66%
10 Years (annualized)
+4.69%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+2.15%
vs Peers
+0.63%

MWHZX Mutual Fund Performance

MWHZX performance across multiple time periods: 1-month 1.04%, YTD 2.78%, 1-year 4.16%, 3-year 6.61%, 5-year 2.66%, 10-year 4.69%.

MWHZX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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