MFWLX Mutual Fund

MFWLX Mutual Fund

NAV$18.25
See how much of MFWLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.11%
3 Months
+0.38%
6 Months
+4.02%
YTD
+8.27%
1 Year
+12.21%
3 Years (annualized)
+13.17%
5 Years (annualized)
+5.27%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWLX 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)
+8.27%
Peer Avg (YTD)
+5.28%
vs Peers
+2.99%

MFWLX Mutual Fund Performance

MFWLX performance across multiple time periods: 1-month 3.11%, YTD 8.27%, 1-year 12.21%, 3-year 13.17%, 5-year 5.27%, 10-year 7.17%.

MFWLX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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