MAWAX Mutual Fund

NAV$33.63

Returns Overview

1 Month
+0.81%
3 Months
+3.25%
6 Months
+5.95%
YTD
+8.59%
1 Year
+14.07%
3 Years (annualized)
+12.70%
5 Years (annualized)
+6.58%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAWAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+6.73%
vs Peers
+1.86%

MAWAX Mutual Fund Performance

MAWAX performance across multiple time periods: 1-month 0.81%, YTD 8.59%, 1-year 14.07%, 3-year 12.70%, 5-year 6.58%, 10-year 10.38%.

MAWAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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