MWOHX Mutual Fund

NAV$63.78
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Returns Overview

1 Month
-0.92%
3 Months
+6.49%
6 Months
-3.32%
YTD
-3.49%
1 Year
-0.26%
3 Years (annualized)
+7.99%
5 Years (annualized)
+6.46%
10 Years (annualized)
+12.31%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
-3.49%
Peer Avg (YTD)
+8.97%
vs Peers
-12.46%

MWOHX Mutual Fund Performance

MWOHX performance across multiple time periods: 1-month -0.92%, YTD -3.49%, 1-year -0.26%, 3-year 7.99%, 5-year 6.46%, 10-year 12.31%.

MWOHX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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