MFWGX Mutual Fund

MFWGX Mutual Fund

NAV$18.35
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Returns Overview

1 Month
-3.81%
3 Months
-0.16%
6 Months
+3.55%
YTD
+4.18%
1 Year
+6.88%
3 Years (annualized)
+10.07%
5 Years (annualized)
+4.71%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWGX 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)
+4.18%
Peer Avg (YTD)
+4.96%
vs Peers
-0.79%

MFWGX Mutual Fund Performance

MFWGX performance across multiple time periods: 1-month -3.81%, YTD 4.18%, 1-year 6.88%, 3-year 10.07%, 5-year 4.71%, 10-year 5.76%.

MFWGX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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