MWMZX Mutual Fund

MWMZX Mutual Fund

NAV$33.75
See how much of MWMZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.67%
3 Months
+1.65%
6 Months
+9.32%
YTD
+2.07%
1 Year
+8.03%
3 Years (annualized)
+12.03%
5 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWMZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Wide Moat Focus Index(^MWMF)
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+9.98%
vs Peers
-7.92%

MWMZX Mutual Fund Performance

MWMZX performance across multiple time periods: 1-month -7.67%, YTD 2.07%, 1-year 8.03%, 3-year 12.03%, 5-year 8.58%.

MWMZX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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