MWOCX Mutual Fund

MWOCX Mutual Fund

NAV$46.06
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Returns Overview

1 Month
+2.95%
3 Months
+2.75%
6 Months
+0.06%
YTD
-0.99%
1 Year
+1.47%
3 Years (annualized)
+5.85%
5 Years (annualized)
+2.82%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOCX 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 Index (net div)
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
+6.23%
vs Peers
-7.22%

MWOCX Mutual Fund Performance

MWOCX performance across multiple time periods: 1-month 2.95%, YTD -0.99%, 1-year 1.47%, 3-year 5.85%, 5-year 2.82%, 10-year 9.46%.

MWOCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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