MFWLX Mutual Fund

NAV$18.27

Returns Overview

1 Month
-0.22%
3 Months
+3.96%
6 Months
+5.34%
YTD
+4.85%
1 Year
+11.53%
3 Years (annualized)
+9.81%
5 Years (annualized)
+4.90%
10 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWLX 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)
+4.85%
Peer Avg (YTD)
+5.87%
vs Peers
-1.02%

MFWLX Mutual Fund Performance

MFWLX performance across multiple time periods: 1-month -0.22%, YTD 4.85%, 1-year 11.53%, 3-year 9.81%, 5-year 4.90%, 10-year 6.80%.

MFWLX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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