MWOBX Mutual Fund

MWOBX Mutual Fund

NAV$47.59
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Returns Overview

1 Month
+1.44%
3 Months
+3.43%
6 Months
+2.49%
YTD
+0.45%
1 Year
+2.54%
3 Years (annualized)
+7.09%
5 Years (annualized)
+2.91%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOBX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+8.51%
vs Peers
-8.06%

MWOBX Mutual Fund Performance

MWOBX performance across multiple time periods: 1-month 1.44%, YTD 0.45%, 1-year 2.54%, 3-year 7.09%, 5-year 2.91%, 10-year 9.58%.

MWOBX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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