MWOKX Mutual Fund

MWOKX Mutual Fund

NAV$65.76
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Returns Overview

1 Month
-2.65%
3 Months
+1.85%
6 Months
+8.55%
YTD
-1.53%
1 Year
-0.13%
3 Years (annualized)
+8.25%
5 Years (annualized)
+4.02%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWOKX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
-1.53%
Peer Avg (YTD)
+8.68%
vs Peers
-10.21%

MWOKX Mutual Fund Performance

MWOKX performance across multiple time periods: 1-month -2.65%, YTD -1.53%, 1-year -0.13%, 3-year 8.25%, 5-year 4.02%, 10-year 10.77%.

MWOKX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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