MFWIX Mutual Fund

MFWIX Mutual Fund

NAV$17.87
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Returns Overview

1 Month
-3.72%
3 Months
+0.12%
6 Months
+4.06%
YTD
+4.93%
1 Year
+8.00%
3 Years (annualized)
+11.88%
5 Years (annualized)
+5.64%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWIX 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)
+4.93%
Peer Avg (YTD)
+4.96%
vs Peers
-0.03%

MFWIX Mutual Fund Performance

MFWIX performance across multiple time periods: 1-month -3.72%, YTD 4.93%, 1-year 8.00%, 3-year 11.88%, 5-year 5.64%, 10-year 6.76%.

MFWIX 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.

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