MWSTX Mutual Fund

MWSTX Mutual Fund

NAV$6.01
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Returns Overview

1 Month
-1.22%
3 Months
-0.94%
6 Months
+0.17%
YTD
+0.62%
1 Year
+1.41%
3 Years (annualized)
+6.30%
5 Years (annualized)
+2.73%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWSTX 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
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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)
+0.62%
Peer Avg (YTD)
+0.50%
vs Peers
+0.12%

MWSTX Mutual Fund Performance

MWSTX performance across multiple time periods: 1-month -1.22%, YTD 0.62%, 1-year 1.41%, 3-year 6.30%, 5-year 2.73%, 10-year 3.12%.

MWSTX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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