MFWHX Mutual Fund

MFWHX Mutual Fund

NAV$18.10
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Returns Overview

1 Month
-3.74%
3 Months
+0.06%
6 Months
+4.00%
YTD
+4.79%
1 Year
+7.73%
3 Years (annualized)
+10.93%
5 Years (annualized)
+4.98%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWHX 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)
+4.79%
Peer Avg (YTD)
+4.96%
vs Peers
-0.17%

MFWHX Mutual Fund Performance

MFWHX performance across multiple time periods: 1-month -3.74%, YTD 4.79%, 1-year 7.73%, 3-year 10.93%, 5-year 4.98%, 10-year 6.26%.

MFWHX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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