MWMIX Mutual Fund

MWMIX Mutual Fund

NAV$35.34
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.25%
3 Months
+7.49%
6 Months
+0.34%
YTD
+0.37%
1 Year
+12.22%
3 Years (annualized)
+8.61%
5 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Wide Moat Focus Index(^MWMF)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+9.51%
vs Peers
-9.14%

MWMIX Mutual Fund Performance

MWMIX performance across multiple time periods: 1-month 0.25%, YTD 0.37%, 1-year 12.22%, 3-year 8.61%, 5-year 7.13%.

MWMIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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