FSWRX Mutual Fund

FSWRX Mutual Fund

NAV$13.12
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Returns Overview

1 Month
-2.25%
3 Months
-2.32%
6 Months
+6.16%
YTD
+4.63%
1 Year
+6.94%
3 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWRX 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)
+4.63%
Peer Avg (YTD)
+7.09%
vs Peers
-2.46%

FSWRX Mutual Fund Performance

FSWRX performance across multiple time periods: 1-month -2.25%, YTD 4.63%, 1-year 6.94%, 3-year 10.94%.

FSWRX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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