MWHIX Mutual Fund

NAV$9.11

Returns Overview

1 Month
+0.28%
3 Months
+2.33%
6 Months
+2.14%
YTD
+2.14%
1 Year
+4.55%
3 Years (annualized)
+7.22%
5 Years (annualized)
+2.72%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWHIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+3.23%
vs Peers
-1.08%

MWHIX Mutual Fund Performance

MWHIX performance across multiple time periods: 1-month 0.28%, YTD 2.14%, 1-year 4.55%, 3-year 7.22%, 5-year 2.72%, 10-year 4.88%.

MWHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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