EWMCX Mutual Fund

EWMCX Mutual Fund

NAV$43.91
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Returns Overview

1 Month
-3.55%
3 Months
+0.40%
6 Months
+14.04%
YTD
+8.23%
1 Year
+9.10%
3 Years (annualized)
+15.12%
5 Years (annualized)
+9.08%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EWMCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+8.68%
vs Peers
-0.46%

EWMCX Mutual Fund Performance

EWMCX performance across multiple time periods: 1-month -3.55%, YTD 8.23%, 1-year 9.10%, 3-year 15.12%, 5-year 9.08%, 10-year 14.82%.

EWMCX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

EWMCX vs another fund shows side-by-side returns. EWMCX alternatives are available in the Mutual Fund Screener.