MWMZX Mutual Fund

NAV$34.13

Returns Overview

1 Month
+0.25%
3 Months
+7.54%
6 Months
+0.41%
YTD
+0.41%
1 Year
+12.31%
3 Years (annualized)
+8.69%
5 Years (annualized)
+7.22%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Wide Moat Focus Index(^MWMF)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+9.51%
vs Peers
-9.10%

MWMZX Mutual Fund Performance

MWMZX performance across multiple time periods: 1-month 0.25%, YTD 0.41%, 1-year 12.31%, 3-year 8.69%, 5-year 7.22%.

MWMZX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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