MWUSX Mutual Fund

NAV$4.16

Returns Overview

3 Months
-0.24%
6 Months
-0.48%
YTD
-0.48%
1 Year
+3.88%
3 Years (annualized)
+4.94%
5 Years (annualized)
+2.56%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWUSX 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
Barclays Treasury Index
This Mutual Fund (YTD)
-0.48%
Peer Avg (YTD)
+3.23%
vs Peers
-3.71%

MWUSX Mutual Fund Performance

MWUSX performance across multiple time periods: YTD -0.48%, 1-year 3.88%, 3-year 4.94%, 5-year 2.56%, 10-year 1.97%.

MWUSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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