MWEGX Mutual Fund

MWEGX Mutual Fund

NAV$33.53
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Returns Overview

1 Month
-4.62%
3 Months
+2.19%
6 Months
+10.94%
YTD
+1.60%
1 Year
+4.73%
3 Years (annualized)
+9.25%
5 Years (annualized)
+3.18%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWEGX 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)
+1.60%
Peer Avg (YTD)
+9.29%
vs Peers
-7.69%

MWEGX Mutual Fund Performance

MWEGX performance across multiple time periods: 1-month -4.62%, YTD 1.60%, 1-year 4.73%, 3-year 9.25%, 5-year 3.18%, 10-year 7.88%.

MWEGX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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