FWAFX Mutual Fund

FWAFX Mutual Fund

NAV$41.49
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Returns Overview

1 Month
+1.47%
3 Months
-4.99%
6 Months
+20.98%
YTD
+15.95%
1 Year
+19.20%
3 Years (annualized)
+21.47%
5 Years (annualized)
+9.72%
10 Years (annualized)
+15.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWAFX 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

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+8.68%
vs Peers
+7.26%

FWAFX Mutual Fund Performance

FWAFX performance across multiple time periods: 1-month 1.47%, YTD 15.95%, 1-year 19.20%, 3-year 21.47%, 5-year 9.72%, 10-year 15.04%.

FWAFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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