MPWVX Mutual Fund

MPWVX Mutual Fund

NAV$8.36
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Returns Overview

1 Month
-0.25%
3 Months
-1.10%
6 Months
-1.09%
YTD
+0.58%
1 Year
+5.90%
3 Years (annualized)
+3.86%
5 Years (annualized)
+0.63%
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
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📉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)
+0.58%
Peer Avg (YTD)
+0.15%
vs Peers
+0.43%

MPWVX Mutual Fund Performance

MPWVX performance across multiple time periods: 1-month -0.25%, YTD 0.58%, 1-year 5.90%, 3-year 3.86%, 5-year 0.63%, 10-year 1.88%.

MPWVX returns outperform the peer average of 0.15% 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.