MFWBX Mutual Fund

MFWBX Mutual Fund

NAV$18.73
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Returns Overview

1 Month
-3.80%
3 Months
-0.14%
6 Months
+3.61%
YTD
+4.19%
1 Year
+6.95%
3 Years (annualized)
+10.78%
5 Years (annualized)
+4.59%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWBX 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
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+4.96%
vs Peers
-0.77%

MFWBX Mutual Fund Performance

MFWBX performance across multiple time periods: 1-month -3.80%, YTD 4.19%, 1-year 6.95%, 3-year 10.78%, 5-year 4.59%, 10-year 5.70%.

MFWBX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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