MWFVX Mutual Fund

MWFVX Mutual Fund

NAV$20.21
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Returns Overview

1 Month
+2.43%
3 Months
+1.66%
6 Months
+9.65%
YTD
+13.66%
1 Year
+21.22%
3 Years (annualized)
+17.62%
5 Years (annualized)
+8.66%

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)
+13.66%
Peer Avg (YTD)
+7.17%
vs Peers
+6.49%

MWFVX Mutual Fund Performance

MWFVX performance across multiple time periods: 1-month 2.43%, YTD 13.66%, 1-year 21.22%, 3-year 17.62%, 5-year 8.66%.

MWFVX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.99%, 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.