MWUSX Mutual Fund

MWUSX Mutual Fund

NAV$4.12
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Returns Overview

1 Month
-0.45%
3 Months
-0.07%
6 Months
+0.64%
YTD
+1.17%
1 Year
+1.97%
3 Years (annualized)
+4.84%
5 Years (annualized)
+2.67%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWUSX 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
ICE BofA 1-Year US Treasury Index
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+0.50%
vs Peers
+0.67%

MWUSX Mutual Fund Performance

MWUSX performance across multiple time periods: 1-month -0.45%, YTD 1.17%, 1-year 1.97%, 3-year 4.84%, 5-year 2.67%, 10-year 2.00%.

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

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