MWSIX Mutual Fund

MWSIX Mutual Fund

NAV$6.12
See how much of MWSIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.09%
3 Months
+0.67%
6 Months
+1.30%
YTD
+1.78%
1 Year
+4.92%
3 Years (annualized)
+6.53%
5 Years (annualized)
+2.93%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWSIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+0.12%
vs Peers
+1.66%

MWSIX Mutual Fund Performance

MWSIX performance across multiple time periods: 1-month 0.09%, YTD 1.78%, 1-year 4.92%, 3-year 6.53%, 5-year 2.93%, 10-year 3.29%.

MWSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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