MXWLX Mutual Fund

MXWLX Mutual Fund

NAV$23.68
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Returns Overview

1 Month
-0.39%
3 Months
+3.77%
6 Months
+7.38%
YTD
+9.94%
1 Year
+19.56%
3 Years (annualized)
+14.25%
5 Years (annualized)
+7.76%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXWLX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+6.99%
vs Peers
+2.95%

MXWLX Mutual Fund Performance

MXWLX performance across multiple time periods: 1-month -0.39%, YTD 9.94%, 1-year 19.56%, 3-year 14.25%, 5-year 7.76%, 10-year 9.91%.

MXWLX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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