MNWZX Mutual Fund

MNWZX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
-1.67%
3 Months
+0.37%
6 Months
+5.20%
YTD
+1.65%
1 Year
+2.41%
3 Years (annualized)
+6.65%
5 Years (annualized)
+4.23%
10 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNWZX 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)
+1.65%
Peer Avg (YTD)
+5.40%
vs Peers
-3.75%

MNWZX Mutual Fund Performance

MNWZX performance across multiple time periods: 1-month -1.67%, YTD 1.65%, 1-year 2.41%, 3-year 6.65%, 5-year 4.23%, 10-year 4.07%.

MNWZX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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