MWMIX Mutual Fund

MWMIX Mutual Fund

NAV$36.22
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Returns Overview

1 Month
+3.91%
3 Months
+7.59%
6 Months
+3.09%
YTD
+4.29%
1 Year
+12.99%
3 Years (annualized)
+10.29%
5 Years (annualized)
+8.62%

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)
+4.29%
Peer Avg (YTD)
+9.41%
vs Peers
-5.12%

MWMIX Mutual Fund Performance

MWMIX performance across multiple time periods: 1-month 3.91%, YTD 4.29%, 1-year 12.99%, 3-year 10.29%, 5-year 8.62%.

MWMIX returns trail the peer average of 9.41% 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.