FSWCX Mutual Fund

FSWCX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
-3.80%
3 Months
+5.72%
6 Months
+18.19%
YTD
+19.06%
1 Year
+27.48%
3 Years (annualized)
+23.67%
5 Years (annualized)
+15.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWCX 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
Fidelity US Value Focus Index(^FIDUVFI)
This Mutual Fund (YTD)
+19.06%
Peer Avg (YTD)
+10.00%
vs Peers
+9.07%

FSWCX Mutual Fund Performance

FSWCX performance across multiple time periods: 1-month -3.80%, YTD 19.06%, 1-year 27.48%, 3-year 23.67%, 5-year 15.10%.

FSWCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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