MWFCX Mutual Fund

NAV$20.25

Returns Overview

1 Month
+0.60%
3 Months
+15.22%
6 Months
+13.07%
YTD
+12.30%
1 Year
+24.34%
3 Years (annualized)
+16.92%
5 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFCX 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)
+12.30%
Peer Avg (YTD)
+6.73%
vs Peers
+5.58%

MWFCX Mutual Fund Performance

MWFCX performance across multiple time periods: 1-month 0.60%, YTD 12.30%, 1-year 24.34%, 3-year 16.92%, 5-year 8.52%.

MWFCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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