MXWLX Mutual Fund

NAV$23.58

Returns Overview

1 Month
+0.78%
3 Months
+12.72%
6 Months
+11.16%
YTD
+10.37%
1 Year
+20.57%
3 Years (annualized)
+15.71%
5 Years (annualized)
+7.89%
10 Years (annualized)
+10.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+7.64%
vs Peers
+2.73%

MXWLX Mutual Fund Performance

MXWLX performance across multiple time periods: 1-month 0.78%, YTD 10.37%, 1-year 20.57%, 3-year 15.71%, 5-year 7.89%, 10-year 10.38%.

MXWLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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