MWLDX Mutual Fund

MWLDX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
-0.92%
3 Months
-0.71%
6 Months
-0.12%
YTD
+0.03%
1 Year
+0.88%
3 Years (annualized)
+4.79%
5 Years (annualized)
+2.02%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWLDX 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)
+0.03%
Peer Avg (YTD)
+0.50%
vs Peers
-0.47%

MWLDX Mutual Fund Performance

MWLDX performance across multiple time periods: 1-month -0.92%, YTD 0.03%, 1-year 0.88%, 3-year 4.79%, 5-year 2.02%, 10-year 1.99%.

MWLDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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