MWFAX Mutual Fund

NAV$20.45

Returns Overview

1 Month
+0.70%
3 Months
+15.43%
6 Months
+13.48%
YTD
+12.78%
1 Year
+25.32%
3 Years (annualized)
+17.80%
5 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.78%
Peer Avg (YTD)
+6.73%
vs Peers
+6.05%

MWFAX Mutual Fund Performance

MWFAX performance across multiple time periods: 1-month 0.70%, YTD 12.78%, 1-year 25.32%, 3-year 17.80%, 5-year 9.35%.

MWFAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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