MFWHX Mutual Fund

MFWHX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
+2.83%
3 Months
+3.55%
6 Months
+4.56%
YTD
+7.70%
1 Year
+15.20%
3 Years (annualized)
+9.80%
5 Years (annualized)
+4.91%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWHX 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)
+7.70%
Peer Avg (YTD)
+5.54%
vs Peers
+2.16%

MFWHX Mutual Fund Performance

MFWHX performance across multiple time periods: 1-month 2.83%, YTD 7.70%, 1-year 15.20%, 3-year 9.80%, 5-year 4.91%, 10-year 6.15%.

MFWHX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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