MWMZX Mutual Fund

MWMZX Mutual Fund

NAV$36.11
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Returns Overview

1 Month
+6.35%
3 Months
+4.02%
6 Months
+11.98%
YTD
+8.54%
1 Year
+11.97%
3 Years (annualized)
+17.25%
5 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWMZX 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)
+8.54%
Peer Avg (YTD)
+9.28%
vs Peers
-0.73%

MWMZX Mutual Fund Performance

MWMZX performance across multiple time periods: 1-month 6.35%, YTD 8.54%, 1-year 11.97%, 3-year 17.25%, 5-year 9.44%.

MWMZX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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