MWHZX Mutual Fund

MWHZX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-2.09%
3 Months
-1.28%
6 Months
+0.86%
YTD
+0.65%
1 Year
+0.95%
3 Years (annualized)
+6.61%
5 Years (annualized)
+2.66%
10 Years (annualized)
+4.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWHZX 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)
+0.65%
Peer Avg (YTD)
+0.50%
vs Peers
+0.15%

MWHZX Mutual Fund Performance

MWHZX performance across multiple time periods: 1-month -2.09%, YTD 0.65%, 1-year 0.95%, 3-year 6.61%, 5-year 2.66%, 10-year 4.69%.

MWHZX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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