MFWHX Mutual Fund

MFWHX Mutual Fund

NAV$18.54
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Returns Overview

1 Month
+3.02%
3 Months
+0.24%
6 Months
+3.80%
YTD
+7.95%
1 Year
+11.79%
3 Years (annualized)
+12.76%
5 Years (annualized)
+4.90%
10 Years (annualized)
+6.42%

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)
+7.95%
Peer Avg (YTD)
+5.30%
vs Peers
+2.65%

MFWHX Mutual Fund Performance

MFWHX performance across multiple time periods: 1-month 3.02%, YTD 7.95%, 1-year 11.79%, 3-year 12.76%, 5-year 4.90%, 10-year 6.42%.

MFWHX returns outperform the peer average of 5.30% 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.