FWBTX Mutual Fund

FWBTX Mutual Fund

NAV$16.99
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Returns Overview

1 Month
+7.44%
3 Months
+2.48%
6 Months
+3.67%
YTD
+10.88%
1 Year
+14.45%
3 Years (annualized)
+11.81%
5 Years (annualized)
+5.70%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWBTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.88%
Peer Avg (YTD)
+6.28%
vs Peers
+4.60%

FWBTX Mutual Fund Performance

FWBTX performance across multiple time periods: 1-month 7.44%, YTD 10.88%, 1-year 14.45%, 3-year 11.81%, 5-year 5.70%, 10-year 7.95%.

FWBTX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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