MFWBX Mutual Fund

NAV$19.03

Returns Overview

1 Month
+2.09%
3 Months
+3.59%
6 Months
+2.92%
YTD
+6.31%
1 Year
+10.36%
3 Years (annualized)
+8.66%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+6.31%
Peer Avg (YTD)
+5.87%
vs Peers
+0.45%

MFWBX Mutual Fund Performance

MFWBX performance across multiple time periods: 1-month 2.09%, YTD 6.31%, 1-year 10.36%, 3-year 8.66%, 5-year 3.79%, 10-year 5.30%.

MFWBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

MFWBX performance comparison shows side-by-side returns with another fund. MFWBX alternatives are available in the Mutual Fund Screener.