MWLZX Mutual Fund

MWLZX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
-0.03%
3 Months
+0.23%
6 Months
+0.33%
YTD
+0.80%
1 Year
+3.41%
3 Years (annualized)
+4.89%
5 Years (annualized)
+2.15%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWLZX 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
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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)
+0.80%
Peer Avg (YTD)
+0.12%
vs Peers
+0.68%

MWLZX Mutual Fund Performance

MWLZX performance across multiple time periods: 1-month -0.03%, YTD 0.80%, 1-year 3.41%, 3-year 4.89%, 5-year 2.15%, 10-year 2.10%.

MWLZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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