MOWIX Mutual Fund

MOWIX Mutual Fund

NAV$22.11
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Returns Overview

1 Month
-6.03%
3 Months
+1.56%
6 Months
+1.70%
YTD
+5.99%
1 Year
+12.18%
3 Years (annualized)
+25.87%
5 Years (annualized)
+21.09%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOWIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+7.86%
vs Peers
-1.87%

MOWIX Mutual Fund Performance

MOWIX performance across multiple time periods: 1-month -6.03%, YTD 5.99%, 1-year 12.18%, 3-year 25.87%, 5-year 21.09%, 10-year 11.84%.

MOWIX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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