MWERX Mutual Fund

NAV$8.78

Returns Overview

6 Months
-0.34%
YTD
-0.11%
1 Year
+4.18%
3 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWERX 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 MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+3.23%
vs Peers
-3.34%

MWERX Mutual Fund Performance

MWERX performance across multiple time periods: YTD -0.11%, 1-year 4.18%, 3-year 7.51%.

MWERX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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