MWOKX Mutual Fund

MWOKX Mutual Fund

NAV$67.16
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Returns Overview

1 Month
-0.88%
3 Months
+6.58%
6 Months
-3.14%
YTD
-3.32%
1 Year
+0.09%
3 Years (annualized)
+6.64%
5 Years (annualized)
+4.54%
10 Years (annualized)
+11.13%

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)
-3.32%
Peer Avg (YTD)
+8.97%
vs Peers
-12.29%

MWOKX Mutual Fund Performance

MWOKX performance across multiple time periods: 1-month -0.88%, YTD -3.32%, 1-year 0.09%, 3-year 6.64%, 5-year 4.54%, 10-year 11.13%.

MWOKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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