MWOJX Mutual Fund

MWOJX Mutual Fund

NAV$64.94
See how much of MWOJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.99%
3 Months
+0.78%
6 Months
+3.81%
YTD
+0.36%
1 Year
+0.71%
3 Years (annualized)
+11.06%
5 Years (annualized)
+3.74%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOJX 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)
+0.36%
Peer Avg (YTD)
+5.23%
vs Peers
-4.87%

MWOJX Mutual Fund Performance

MWOJX performance across multiple time periods: 1-month 1.99%, YTD 0.36%, 1-year 0.71%, 3-year 11.06%, 5-year 3.74%, 10-year 10.97%.

MWOJX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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