MWOIX Mutual Fund

MWOIX Mutual Fund

NAV$67.05
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.90%
3 Months
+6.55%
6 Months
-3.19%
YTD
-3.37%
1 Year
-0.00%
3 Years (annualized)
+6.54%
5 Years (annualized)
+4.45%
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)
-3.37%
Peer Avg (YTD)
+8.97%
vs Peers
-12.34%

MWOIX Mutual Fund Performance

MWOIX performance across multiple time periods: 1-month -0.90%, YTD -3.37%, 1-year -0.00%, 3-year 6.54%, 5-year 4.45%, 10-year 11.40%.

MWOIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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