FSWEX Mutual Fund

FSWEX Mutual Fund

NAV$12.52
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Returns Overview

1 Month
-2.12%
3 Months
-2.12%
6 Months
+5.27%
YTD
+4.22%
1 Year
+6.45%
3 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWEX 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

This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+7.09%
vs Peers
-2.87%

FSWEX Mutual Fund Performance

FSWEX performance across multiple time periods: 1-month -2.12%, YTD 4.22%, 1-year 6.45%, 3-year 10.59%.

FSWEX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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