MWIGX Mutual Fund

MWIGX Mutual Fund

NAV$7.65
See how much of MWIGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.28%
3 Months
-0.37%
6 Months
-1.06%
YTD
+0.20%
1 Year
+2.19%
3 Years (annualized)
+5.46%
5 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWIGX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+2.15%
vs Peers
-1.96%

MWIGX Mutual Fund Performance

MWIGX performance across multiple time periods: 1-month 0.28%, YTD 0.20%, 1-year 2.19%, 3-year 5.46%, 5-year 1.16%.

MWIGX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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