MWOHX Mutual Fund

MWOHX Mutual Fund

NAV$62.15
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Returns Overview

1 Month
+1.50%
3 Months
+3.62%
6 Months
+2.87%
YTD
+0.93%
1 Year
+3.30%
3 Years (annualized)
+7.90%
5 Years (annualized)
+3.68%
10 Years (annualized)
+10.41%

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)
+0.93%
Peer Avg (YTD)
+8.51%
vs Peers
-7.58%

MWOHX Mutual Fund Performance

MWOHX performance across multiple time periods: 1-month 1.50%, YTD 0.93%, 1-year 3.30%, 3-year 7.90%, 5-year 3.68%, 10-year 10.41%.

MWOHX returns trail the peer average of 8.51% 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.