MWSIX Mutual Fund

MWSIX Mutual Fund

NAV$6.01
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Returns Overview

1 Month
-1.20%
3 Months
-0.72%
6 Months
+0.45%
YTD
+0.97%
1 Year
+1.80%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.99%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWSIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+0.50%
vs Peers
+0.47%

MWSIX Mutual Fund Performance

MWSIX performance across multiple time periods: 1-month -1.20%, YTD 0.97%, 1-year 1.80%, 3-year 6.60%, 5-year 2.99%, 10-year 3.31%.

MWSIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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