MWNIX Mutual Fund

NAV$37.47
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Returns Overview

1 Month
-1.21%
3 Months
+8.42%
6 Months
+6.33%
YTD
+5.85%
1 Year
+7.52%
3 Years (annualized)
+9.13%
5 Years (annualized)
+2.44%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWNIX 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

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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
MSCI All Country World (ex-US) Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+9.16%
vs Peers
-3.31%

MWNIX Mutual Fund Performance

MWNIX performance across multiple time periods: 1-month -1.21%, YTD 5.85%, 1-year 7.52%, 3-year 9.13%, 5-year 2.44%, 10-year 6.73%.

MWNIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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