MWOKX Mutual Fund

MWOKX Mutual Fund

NAV$67.10
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Returns Overview

1 Month
+2.00%
3 Months
+0.81%
6 Months
+3.86%
YTD
+0.44%
1 Year
+0.80%
3 Years (annualized)
+11.16%
5 Years (annualized)
+3.83%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOKX 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)
+0.44%
Peer Avg (YTD)
+5.23%
vs Peers
-4.79%

MWOKX Mutual Fund Performance

MWOKX performance across multiple time periods: 1-month 2.00%, YTD 0.44%, 1-year 0.80%, 3-year 11.16%, 5-year 3.83%, 10-year 11.07%.

MWOKX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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