MWCRX Mutual Fund

NAV$10.33

Returns Overview

1 Month
-0.58%
3 Months
-0.77%
6 Months
-1.53%
YTD
-1.43%
1 Year
+4.81%
3 Years (annualized)
+6.27%
5 Years (annualized)
+2.46%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWCRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+3.23%
vs Peers
-4.66%

MWCRX Mutual Fund Performance

MWCRX performance across multiple time periods: 1-month -0.58%, YTD -1.43%, 1-year 4.81%, 3-year 6.27%, 5-year 2.46%, 10-year 2.94%.

MWCRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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