MWISX Mutual Fund

MWISX Mutual Fund

NAV$7.87
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Returns Overview

1 Month
-0.64%
3 Months
-0.34%
6 Months
-0.50%
YTD
-0.20%
1 Year
+3.02%
3 Years (annualized)
+5.13%
5 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWISX 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
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📉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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+0.12%
vs Peers
-0.32%

MWISX Mutual Fund Performance

MWISX performance across multiple time periods: 1-month -0.64%, YTD -0.20%, 1-year 3.02%, 3-year 5.13%, 5-year 0.74%.

MWISX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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