MWOGX Mutual Fund

NAV$46.14

Returns Overview

1 Month
+2.19%
3 Months
+1.65%
6 Months
-2.41%
YTD
-2.64%
1 Year
-1.01%
3 Years (annualized)
+7.63%
5 Years (annualized)
+3.99%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOGX 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)
-2.64%
Peer Avg (YTD)
+8.97%
vs Peers
-11.61%

MWOGX Mutual Fund Performance

MWOGX performance across multiple time periods: 1-month 2.19%, YTD -2.64%, 1-year -1.01%, 3-year 7.63%, 5-year 3.99%, 10-year 10.24%.

MWOGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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