MWIGX Mutual Fund

MWIGX Mutual Fund

NAV$7.66
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Returns Overview

1 Month
-2.22%
3 Months
-2.57%
6 Months
-1.90%
YTD
-2.03%
1 Year
-0.87%
3 Years (annualized)
+5.46%
5 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWIGX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.03%
Peer Avg (YTD)
+0.50%
vs Peers
-2.53%

MWIGX Mutual Fund Performance

MWIGX performance across multiple time periods: 1-month -2.22%, YTD -2.03%, 1-year -0.87%, 3-year 5.46%, 5-year 1.16%.

MWIGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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