MFWHX Mutual Fund

NAV$18.50

Returns Overview

1 Month
-0.19%
3 Months
+3.94%
6 Months
+5.22%
YTD
+4.73%
1 Year
+11.19%
3 Years (annualized)
+9.45%
5 Years (annualized)
+4.55%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWHX 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)
+4.73%
Peer Avg (YTD)
+5.87%
vs Peers
-1.14%

MFWHX Mutual Fund Performance

MFWHX performance across multiple time periods: 1-month -0.19%, YTD 4.73%, 1-year 11.19%, 3-year 9.45%, 5-year 4.55%, 10-year 6.06%.

MFWHX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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