MWOHX Mutual Fund

MWOHX Mutual Fund

NAV$63.26
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Returns Overview

1 Month
+3.03%
3 Months
+2.95%
6 Months
+0.44%
YTD
-0.56%
1 Year
+2.25%
3 Years (annualized)
+6.65%
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 MWOHX 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
-6.80%

MWOHX Mutual Fund Performance

MWOHX performance across multiple time periods: 1-month 3.03%, YTD -0.56%, 1-year 2.25%, 3-year 6.65%, 5-year 3.59%, 10-year 10.28%.

MWOHX 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.

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