MNWBX Mutual Fund

NAV$12.96

Returns Overview

1 Month
+1.25%
3 Months
+1.73%
6 Months
+2.21%
YTD
+2.05%
1 Year
+1.75%
3 Years (annualized)
+5.07%
5 Years (annualized)
+3.00%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNWBX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+3.47%
vs Peers
-1.43%

MNWBX Mutual Fund Performance

MNWBX performance across multiple time periods: 1-month 1.25%, YTD 2.05%, 1-year 1.75%, 3-year 5.07%, 5-year 3.00%, 10-year 2.89%.

MNWBX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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