MWOIX Mutual Fund

MWOIX Mutual Fund

NAV$66.52
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Returns Overview

1 Month
+3.06%
3 Months
+3.01%
6 Months
+0.57%
YTD
-0.41%
1 Year
+2.50%
3 Years (annualized)
+6.92%
5 Years (annualized)
+3.85%
10 Years (annualized)
+10.55%

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
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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)
-0.41%
Peer Avg (YTD)
+6.23%
vs Peers
-6.65%

MWOIX Mutual Fund Performance

MWOIX performance across multiple time periods: 1-month 3.06%, YTD -0.41%, 1-year 2.50%, 3-year 6.92%, 5-year 3.85%, 10-year 10.55%.

MWOIX returns trail the peer average of 6.23% 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.