MPWVX Mutual Fund

MPWVX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
-1.80%
3 Months
-0.22%
6 Months
+0.64%
YTD
+0.83%
1 Year
+7.11%
3 Years (annualized)
+3.38%
5 Years (annualized)
+0.67%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPWVX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+0.23%
vs Peers
+0.60%

MPWVX Mutual Fund Performance

MPWVX performance across multiple time periods: 1-month -1.80%, YTD 0.83%, 1-year 7.11%, 3-year 3.38%, 5-year 0.67%, 10-year 1.88%.

MPWVX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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