MWOBX Mutual Fund

NAV$49.41

Returns Overview

1 Month
-0.98%
3 Months
+6.30%
6 Months
-3.66%
YTD
-3.82%
1 Year
-0.99%
3 Years (annualized)
+7.60%
5 Years (annualized)
+4.12%
10 Years (annualized)
+10.31%

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

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 Index (net div)
This Mutual Fund (YTD)
-3.82%
Peer Avg (YTD)
+8.97%
vs Peers
-12.79%

MWOBX Mutual Fund Performance

MWOBX performance across multiple time periods: 1-month -0.98%, YTD -3.82%, 1-year -0.99%, 3-year 7.60%, 5-year 4.12%, 10-year 10.31%.

MWOBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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