MWFIX Mutual Fund

NAV$20.38

Returns Overview

1 Month
+0.75%
3 Months
+15.50%
6 Months
+13.67%
YTD
+12.90%
1 Year
+25.64%
3 Years (annualized)
+18.12%
5 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+6.73%
vs Peers
+6.18%

MWFIX Mutual Fund Performance

MWFIX performance across multiple time periods: 1-month 0.75%, YTD 12.90%, 1-year 25.64%, 3-year 18.12%, 5-year 9.61%.

MWFIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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