MWUIX Mutual Fund

MWUIX Mutual Fund

NAV$4.13
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Returns Overview

1 Month
+0.33%
3 Months
+0.75%
6 Months
+1.23%
YTD
+1.97%
1 Year
+3.51%
3 Years (annualized)
+5.08%
5 Years (annualized)
+3.05%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWUIX 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
ICE BofA 1-Year US Treasury Index
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+2.15%
vs Peers
-0.18%

MWUIX Mutual Fund Performance

MWUIX performance across multiple time periods: 1-month 0.33%, YTD 1.97%, 1-year 3.51%, 3-year 5.08%, 5-year 3.05%, 10-year 2.28%.

MWUIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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