FTWRX Mutual Fund

FTWRX Mutual Fund

NAV$19.09
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Returns Overview

1 Month
+1.31%
3 Months
+0.94%
6 Months
+15.94%
YTD
+6.70%
1 Year
-1.00%
3 Years (annualized)
+14.54%
5 Years (annualized)
+6.94%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTWRX 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

Benchmark
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+10.00%
vs Peers
-3.30%

FTWRX Mutual Fund Performance

FTWRX performance across multiple time periods: 1-month 1.31%, YTD 6.70%, 1-year -1.00%, 3-year 14.54%, 5-year 6.94%, 10-year 7.80%.

FTWRX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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