MWLIX Mutual Fund

MWLIX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
-0.91%
3 Months
-0.66%
6 Months
-0.03%
YTD
+0.19%
1 Year
+1.08%
3 Years (annualized)
+4.86%
5 Years (annualized)
+2.07%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWLIX 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)
+0.19%
Peer Avg (YTD)
+0.50%
vs Peers
-0.31%

MWLIX Mutual Fund Performance

MWLIX performance across multiple time periods: 1-month -0.91%, YTD 0.19%, 1-year 1.08%, 3-year 4.86%, 5-year 2.07%, 10-year 2.16%.

MWLIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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