FSWVX Mutual Fund

FSWVX Mutual Fund

NAV$13.24
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Returns Overview

1 Month
-2.15%
3 Months
-2.01%
6 Months
+6.77%
YTD
+5.49%
1 Year
+8.16%
3 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWVX 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
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📉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)
+5.49%
Peer Avg (YTD)
+7.09%
vs Peers
-1.60%

FSWVX Mutual Fund Performance

FSWVX performance across multiple time periods: 1-month -2.15%, YTD 5.49%, 1-year 8.16%, 3-year 12.19%.

FSWVX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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