MFWVX Mutual Fund

MFWVX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
-1.77%
3 Months
-0.26%
6 Months
+0.52%
YTD
+0.70%
1 Year
+6.89%
3 Years (annualized)
+3.06%
5 Years (annualized)
+0.35%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWVX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+0.23%
vs Peers
+0.47%

MFWVX Mutual Fund Performance

MFWVX performance across multiple time periods: 1-month -1.77%, YTD 0.70%, 1-year 6.89%, 3-year 3.06%, 5-year 0.35%, 10-year 1.69%.

MFWVX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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