MWESX Mutual Fund

NAV$8.63

Returns Overview

1 Month
-1.15%
3 Months
-1.26%
6 Months
-2.15%
YTD
-1.82%
1 Year
+4.93%
3 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWESX 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)
-1.82%
Peer Avg (YTD)
+3.23%
vs Peers
-5.05%

MWESX Mutual Fund Performance

MWESX performance across multiple time periods: 1-month -1.15%, YTD -1.82%, 1-year 4.93%, 3-year 7.88%.

MWESX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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