EWMCX Mutual Fund

NAV$38.94

Returns Overview

1 Month
+2.27%
3 Months
+2.25%
6 Months
+7.57%
YTD
+1.68%
1 Year
+10.18%
3 Years
+15.62%
5 Years
+11.31%
10 Years
+14.76%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EWMCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+0.87%
vs Peers
+0.81%

EWMCX Mutual Fund Performance

EWMCX performance across multiple time periods: 1-month 2.27%, YTD 1.68%, 1-year 10.18%, 3-year 15.62%, 5-year 11.31%, 10-year 14.76%.

EWMCX returns outperform the peer average of 0.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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