MWOKX Mutual Fund

MWOKX Mutual Fund

NAV$66.10
See how much of MWOKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.05%
3 Months
+3.02%
6 Months
+0.62%
YTD
-0.37%
1 Year
+2.58%
3 Years (annualized)
+7.00%
5 Years (annualized)
+3.94%
10 Years (annualized)
+10.64%

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
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)
-0.37%
Peer Avg (YTD)
+6.23%
vs Peers
-6.60%

MWOKX Mutual Fund Performance

MWOKX performance across multiple time periods: 1-month 3.05%, YTD -0.37%, 1-year 2.58%, 3-year 7.00%, 5-year 3.94%, 10-year 10.64%.

MWOKX returns trail the peer average of 6.23% 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.