FSWMX Mutual Fund

FSWMX Mutual Fund

NAV$12.55
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Returns Overview

1 Month
-2.04%
3 Months
-2.04%
6 Months
+5.52%
YTD
+4.56%
1 Year
+6.88%
3 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWMX 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)
+4.56%
Peer Avg (YTD)
+7.09%
vs Peers
-2.53%

FSWMX Mutual Fund Performance

FSWMX performance across multiple time periods: 1-month -2.04%, YTD 4.56%, 1-year 6.88%, 3-year 10.99%.

FSWMX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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