MWNIX Mutual Fund

MWNIX Mutual Fund

NAV$36.12
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Returns Overview

1 Month
-0.45%
3 Months
-1.32%
6 Months
+1.27%
YTD
+5.83%
1 Year
+7.28%
3 Years (annualized)
+11.97%
5 Years (annualized)
+2.20%
10 Years (annualized)
+6.43%

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
PROUpgrade to run
📉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
MSCI All Country World (ex-US) Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+7.47%
vs Peers
-1.65%

MWNIX Mutual Fund Performance

MWNIX performance across multiple time periods: 1-month -0.45%, YTD 5.83%, 1-year 7.28%, 3-year 11.97%, 5-year 2.20%, 10-year 6.43%.

MWNIX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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