MWFVX Mutual Fund

MWFVX Mutual Fund

NAV$20.31
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Returns Overview

1 Month
-1.45%
3 Months
+3.79%
6 Months
+8.34%
YTD
+10.96%
1 Year
+21.91%
3 Years (annualized)
+15.50%
5 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+6.57%
vs Peers
+4.39%

MWFVX Mutual Fund Performance

MWFVX performance across multiple time periods: 1-month -1.45%, YTD 10.96%, 1-year 21.91%, 3-year 15.50%, 5-year 8.62%.

MWFVX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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