MHWIX Mutual Fund

MHWIX Mutual Fund

NAV$5.13
See how much of MHWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.38%
3 Months
-3.13%
6 Months
-0.74%
YTD
-2.28%
1 Year
-1.96%
3 Years (annualized)
+4.09%
5 Years (annualized)
-1.26%
10 Years (annualized)
+0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHWIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-2.28%
Peer Avg (YTD)
-1.59%
vs Peers
-0.69%

MHWIX Mutual Fund Performance

MHWIX performance across multiple time periods: 1-month -2.38%, YTD -2.28%, 1-year -1.96%, 3-year 4.09%, 5-year -1.26%, 10-year 0.72%.

MHWIX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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