MFWTX Mutual Fund

MFWTX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
-0.24%
3 Months
+3.86%
6 Months
+5.20%
YTD
+4.66%
1 Year
+11.14%
3 Years (annualized)
+9.45%
5 Years (annualized)
+4.54%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWTX 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)
+4.66%
Peer Avg (YTD)
+5.87%
vs Peers
-1.21%

MFWTX Mutual Fund Performance

MFWTX performance across multiple time periods: 1-month -0.24%, YTD 4.66%, 1-year 11.14%, 3-year 9.45%, 5-year 4.54%, 10-year 6.05%.

MFWTX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

MFWTX performance comparison shows side-by-side returns with another fund. MFWTX alternatives are available in the Mutual Fund Screener.