MWOIX Mutual Fund

MWOIX Mutual Fund

NAV$65.46
See how much of MWOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.51%
3 Months
+3.68%
6 Months
+3.00%
YTD
+1.09%
1 Year
+3.55%
3 Years (annualized)
+8.16%
5 Years (annualized)
+4.61%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+1.09%
Peer Avg (YTD)
+8.51%
vs Peers
-7.42%

MWOIX Mutual Fund Performance

MWOIX performance across multiple time periods: 1-month 1.51%, YTD 1.09%, 1-year 3.55%, 3-year 8.16%, 5-year 4.61%, 10-year 11.40%.

MWOIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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