MWFVX Mutual Fund

NAV$20.36

Returns Overview

1 Month
+0.70%
3 Months
+15.38%
6 Months
+13.36%
YTD
+12.59%
1 Year
+24.98%
3 Years (annualized)
+17.50%
5 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFVX 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)
+12.59%
Peer Avg (YTD)
+6.73%
vs Peers
+5.87%

MWFVX Mutual Fund Performance

MWFVX performance across multiple time periods: 1-month 0.70%, YTD 12.59%, 1-year 24.98%, 3-year 17.50%, 5-year 9.07%.

MWFVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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