MWHIX Mutual Fund

MWHIX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-2.04%
3 Months
-1.33%
6 Months
+0.99%
YTD
+0.80%
1 Year
+1.07%
3 Years (annualized)
+7.04%
5 Years (annualized)
+2.73%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWHIX 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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+0.50%
vs Peers
+0.30%

MWHIX Mutual Fund Performance

MWHIX performance across multiple time periods: 1-month -2.04%, YTD 0.80%, 1-year 1.07%, 3-year 7.04%, 5-year 2.73%, 10-year 4.71%.

MWHIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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