FSWFX Mutual Fund

FSWFX Mutual Fund

NAV$81.34
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Returns Overview

1 Month
-2.12%
3 Months
-5.39%
6 Months
+12.28%
YTD
+10.19%
1 Year
+13.85%
3 Years (annualized)
+12.44%
5 Years (annualized)
+1.28%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWFX 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
PROUpgrade to run
🏦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 All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+7.86%
vs Peers
+2.32%

FSWFX Mutual Fund Performance

FSWFX performance across multiple time periods: 1-month -2.12%, YTD 10.19%, 1-year 13.85%, 3-year 12.44%, 5-year 1.28%, 10-year 9.54%.

FSWFX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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