MOWNX Mutual Fund

NAV$21.95

Returns Overview

1 Month
+2.09%
3 Months
-3.13%
6 Months
-3.43%
YTD
+5.58%
1 Year
+22.68%
3 Years (annualized)
+23.84%
5 Years (annualized)
+18.37%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOWNX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+9.16%
vs Peers
-3.58%

MOWNX Mutual Fund Performance

MOWNX performance across multiple time periods: 1-month 2.09%, YTD 5.58%, 1-year 22.68%, 3-year 23.84%, 5-year 18.37%, 10-year 11.00%.

MOWNX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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