MFWTX Mutual Fund

MFWTX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
+1.08%
3 Months
+3.73%
6 Months
+2.75%
YTD
+8.83%
1 Year
+13.01%
3 Years (annualized)
+11.62%
5 Years (annualized)
+5.37%
10 Years (annualized)
+6.50%

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)
+8.83%
Peer Avg (YTD)
+6.28%
vs Peers
+2.54%

MFWTX Mutual Fund Performance

MFWTX performance across multiple time periods: 1-month 1.08%, YTD 8.83%, 1-year 13.01%, 3-year 11.62%, 5-year 5.37%, 10-year 6.50%.

MFWTX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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