MWELX Mutual Fund

MWELX Mutual Fund

NAV$42.12
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Returns Overview

1 Month
-4.53%
3 Months
+2.44%
6 Months
+11.49%
YTD
+2.32%
1 Year
+5.78%
3 Years (annualized)
+10.35%
5 Years (annualized)
+4.21%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWELX 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 World Index Net Dividend
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+9.29%
vs Peers
-6.98%

MWELX Mutual Fund Performance

MWELX performance across multiple time periods: 1-month -4.53%, YTD 2.32%, 1-year 5.78%, 3-year 10.35%, 5-year 4.21%, 10-year 8.97%.

MWELX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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