MWFQX Mutual Fund

NAV$19.98

Returns Overview

1 Month
+0.65%
3 Months
+15.32%
6 Months
+13.30%
YTD
+12.54%
1 Year
+24.85%
3 Years (annualized)
+17.38%
5 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFQX 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)
+12.54%
Peer Avg (YTD)
+6.73%
vs Peers
+5.81%

MWFQX Mutual Fund Performance

MWFQX performance across multiple time periods: 1-month 0.65%, YTD 12.54%, 1-year 24.85%, 3-year 17.38%, 5-year 8.95%.

MWFQX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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