MFWLX Mutual Fund

MFWLX Mutual Fund

NAV$17.87
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Returns Overview

1 Month
-3.70%
3 Months
+0.15%
6 Months
+4.11%
YTD
+5.00%
1 Year
+8.09%
3 Years (annualized)
+11.27%
5 Years (annualized)
+5.32%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFWLX 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)
+5.00%
Peer Avg (YTD)
+4.96%
vs Peers
+0.03%

MFWLX Mutual Fund Performance

MFWLX performance across multiple time periods: 1-month -3.70%, YTD 5.00%, 1-year 8.09%, 3-year 11.27%, 5-year 5.32%, 10-year 7.00%.

MFWLX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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