MFWBX Mutual Fund

MFWBX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
+2.79%
3 Months
+3.37%
6 Months
+4.16%
YTD
+7.25%
1 Year
+14.39%
3 Years (annualized)
+9.69%
5 Years (annualized)
+4.55%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWBX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+5.54%
vs Peers
+1.71%

MFWBX Mutual Fund Performance

MFWBX performance across multiple time periods: 1-month 2.79%, YTD 7.25%, 1-year 14.39%, 3-year 9.69%, 5-year 4.55%, 10-year 5.59%.

MFWBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

MFWBX vs another fund shows side-by-side returns. MFWBX alternatives are available in the Mutual Fund Screener.