MFWIX Mutual Fund

MFWIX Mutual Fund

NAV$18.62
See how much of MFWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.87%
3 Months
+3.61%
6 Months
+4.64%
YTD
+7.81%
1 Year
+15.50%
3 Years (annualized)
+10.07%
5 Years (annualized)
+5.18%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+5.54%
vs Peers
+2.28%

MFWIX Mutual Fund Performance

MFWIX performance across multiple time periods: 1-month 2.87%, YTD 7.81%, 1-year 15.50%, 3-year 10.07%, 5-year 5.18%, 10-year 6.39%.

MFWIX 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.

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