MNWRX Mutual Fund

MNWRX Mutual Fund

NAV$12.91
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Returns Overview

1 Month
-1.69%
3 Months
+0.08%
6 Months
+4.58%
YTD
+0.87%
1 Year
+1.27%
3 Years (annualized)
+5.50%
5 Years (annualized)
+3.10%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNWRX 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
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📉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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+5.40%
vs Peers
-4.53%

MNWRX Mutual Fund Performance

MNWRX performance across multiple time periods: 1-month -1.69%, YTD 0.87%, 1-year 1.27%, 3-year 5.50%, 5-year 3.10%, 10-year 3.00%.

MNWRX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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