MWMIX Mutual Fund

MWMIX Mutual Fund

NAV$34.12
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Returns Overview

1 Month
+5.94%
3 Months
+10.36%
6 Months
+6.98%
YTD
+10.49%
1 Year
+17.76%
3 Years (annualized)
+13.83%
5 Years (annualized)
+9.59%

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
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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
Morningstar Wide Moat Focus Index(^MWMF)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+11.21%
vs Peers
-0.72%

MWMIX Mutual Fund Performance

MWMIX performance across multiple time periods: 1-month 5.94%, YTD 10.49%, 1-year 17.76%, 3-year 13.83%, 5-year 9.59%.

MWMIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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