MWIIX Mutual Fund

NAV$37.76

Returns Overview

1 Month
+296.74%
3 Months
+301.84%
6 Months
+307.30%
YTD
+311.15%
1 Year
+324.29%
3 Years
+61.93%
5 Years
+32.37%
10 Years
+16.75%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MWIIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+311.15%
Peer Avg (YTD)
+6.79%
vs Peers
+304.36%

MWIIX Mutual Fund Performance

MWIIX performance across multiple time periods: 1-month 296.74%, YTD 311.15%, 1-year 324.29%, 3-year 61.93%, 5-year 32.37%, 10-year 16.75%.

MWIIX returns outperform the peer average of 6.79% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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