MWOFX Mutual Fund

NAV$61.29

Returns Overview

1 Month
+2.25%
3 Months
+1.84%
6 Months
-2.05%
YTD
-2.22%
1 Year
-0.24%
3 Years (annualized)
+6.29%
5 Years (annualized)
+5.44%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOFX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
-2.22%
Peer Avg (YTD)
+8.97%
vs Peers
-11.19%

MWOFX Mutual Fund Performance

MWOFX performance across multiple time periods: 1-month 2.25%, YTD -2.22%, 1-year -0.24%, 3-year 6.29%, 5-year 5.44%, 10-year 12.14%.

MWOFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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