MWOFX Mutual Fund

MWOFX Mutual Fund

NAV$64.18
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Returns Overview

1 Month
-2.67%
3 Months
+1.77%
6 Months
+8.38%
YTD
-1.77%
1 Year
-0.45%
3 Years (annualized)
+9.00%
5 Years (annualized)
+4.23%
10 Years (annualized)
+10.10%

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)
-1.77%
Peer Avg (YTD)
+8.68%
vs Peers
-10.45%

MWOFX Mutual Fund Performance

MWOFX performance across multiple time periods: 1-month -2.67%, YTD -1.77%, 1-year -0.45%, 3-year 9.00%, 5-year 4.23%, 10-year 10.10%.

MWOFX returns trail the peer average of 8.68% 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.