MWFQX Mutual Fund

MWFQX Mutual Fund

NAV$20.06
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Returns Overview

1 Month
-1.88%
3 Months
-0.95%
6 Months
+14.23%
YTD
+11.47%
1 Year
+15.31%
3 Years (annualized)
+17.50%
5 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MWFQX 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)
+11.47%
Peer Avg (YTD)
+6.10%
vs Peers
+5.37%

MWFQX Mutual Fund Performance

MWFQX performance across multiple time periods: 1-month -1.88%, YTD 11.47%, 1-year 15.31%, 3-year 17.50%, 5-year 8.56%.

MWFQX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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