MWVIX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
+0.96%
3 Months
+2.93%
6 Months
+2.65%
YTD
+2.65%
1 Year
+7.95%
3 Years (annualized)
+4.07%
5 Years (annualized)
+1.09%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWVIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+1.79%
vs Peers
+0.86%

MWVIX Mutual Fund Performance

MWVIX performance across multiple time periods: 1-month 0.96%, YTD 2.65%, 1-year 7.95%, 3-year 4.07%, 5-year 1.09%, 10-year 2.06%.

MWVIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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