MFWGX Mutual Fund

NAV$18.55

Returns Overview

1 Month
-0.26%
3 Months
+3.71%
6 Months
+4.82%
YTD
+4.34%
1 Year
+10.30%
3 Years (annualized)
+8.64%
5 Years (annualized)
+4.30%
10 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWGX 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)
+4.34%
Peer Avg (YTD)
+5.87%
vs Peers
-1.53%

MFWGX Mutual Fund Performance

MFWGX performance across multiple time periods: 1-month -0.26%, YTD 4.34%, 1-year 10.30%, 3-year 8.64%, 5-year 4.30%, 10-year 5.56%.

MFWGX 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.

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