MWFAX Mutual Fund

MWFAX Mutual Fund

NAV$20.18
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Returns Overview

1 Month
-1.82%
3 Months
-0.84%
6 Months
+14.46%
YTD
+11.83%
1 Year
+15.77%
3 Years (annualized)
+17.91%
5 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+6.10%
vs Peers
+5.73%

MWFAX Mutual Fund Performance

MWFAX performance across multiple time periods: 1-month -1.82%, YTD 11.83%, 1-year 15.77%, 3-year 17.91%, 5-year 8.95%.

MWFAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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