MWIMX Mutual Fund

NAV$9.44

Returns Overview

1 Month
-0.74%
3 Months
+0.50%
6 Months
+1.82%
YTD
+2.69%
1 Year
+5.84%
3 Years (annualized)
+2.15%
5 Years (annualized)
+0.32%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWIMX 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

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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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+6.79%
vs Peers
-4.10%

MWIMX Mutual Fund Performance

MWIMX performance across multiple time periods: 1-month -0.74%, YTD 2.69%, 1-year 5.84%, 3-year 2.15%, 5-year 0.32%, 10-year 1.53%.

MWIMX returns trail the peer average of 6.79% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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