MWLDX Mutual Fund

MWLDX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
+0.01%
3 Months
+0.29%
6 Months
+0.36%
YTD
+0.74%
1 Year
+3.44%
3 Years (annualized)
+4.89%
5 Years (annualized)
+2.16%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWLDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+0.12%
vs Peers
+0.62%

MWLDX Mutual Fund Performance

MWLDX performance across multiple time periods: 1-month 0.01%, YTD 0.74%, 1-year 3.44%, 3-year 4.89%, 5-year 2.16%, 10-year 2.10%.

MWLDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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