MWOFX Mutual Fund

MWOFX Mutual Fund

NAV$62.67
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Returns Overview

1 Month
+3.02%
3 Months
+2.94%
6 Months
+0.45%
YTD
-0.56%
1 Year
+2.24%
3 Years (annualized)
+6.64%
5 Years (annualized)
+3.59%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOFX 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)
-0.56%
Peer Avg (YTD)
+6.23%
vs Peers
-6.79%

MWOFX Mutual Fund Performance

MWOFX performance across multiple time periods: 1-month 3.02%, YTD -0.56%, 1-year 2.24%, 3-year 6.64%, 5-year 3.59%, 10-year 10.28%.

MWOFX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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