FSWQX Mutual Fund

FSWQX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
-2.16%
3 Months
-2.09%
6 Months
+6.55%
YTD
+5.27%
1 Year
+7.78%
3 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWQX 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)
+5.27%
Peer Avg (YTD)
+7.09%
vs Peers
-1.81%

FSWQX Mutual Fund Performance

FSWQX performance across multiple time periods: 1-month -2.16%, YTD 5.27%, 1-year 7.78%, 3-year 11.78%.

FSWQX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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