MWLNX Mutual Fund

MWLNX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
-0.02%
3 Months
+0.50%
6 Months
+0.60%
YTD
+0.93%
1 Year
+3.43%
3 Years (annualized)
+4.76%
5 Years (annualized)
+1.79%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWLNX 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)
+0.93%
Peer Avg (YTD)
+0.12%
vs Peers
+0.81%

MWLNX Mutual Fund Performance

MWLNX performance across multiple time periods: 1-month -0.02%, YTD 0.93%, 1-year 3.43%, 3-year 4.76%, 5-year 1.79%, 10-year 1.80%.

MWLNX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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