MFWCX Mutual Fund

NAV$18.77

Returns Overview

1 Month
-0.27%
3 Months
+3.71%
6 Months
+4.80%
YTD
+4.32%
1 Year
+10.32%
3 Years (annualized)
+8.62%
5 Years (annualized)
+3.77%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+5.87%
vs Peers
-1.55%

MFWCX Mutual Fund Performance

MFWCX performance across multiple time periods: 1-month -0.27%, YTD 4.32%, 1-year 10.32%, 3-year 8.62%, 5-year 3.77%, 10-year 5.28%.

MFWCX returns trail 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.

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