MWEFX Mutual Fund

MWEFX Mutual Fund

NAV$41.74
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Returns Overview

1 Month
-4.55%
3 Months
+2.39%
6 Months
+11.36%
YTD
+2.16%
1 Year
+5.52%
3 Years (annualized)
+10.08%
5 Years (annualized)
+3.96%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWEFX 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
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+9.29%
vs Peers
-7.13%

MWEFX Mutual Fund Performance

MWEFX performance across multiple time periods: 1-month -4.55%, YTD 2.16%, 1-year 5.52%, 3-year 10.08%, 5-year 3.96%, 10-year 8.64%.

MWEFX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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