FWLSX Mutual Fund

FWLSX Mutual Fund

NAV$16.98
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Returns Overview

1 Month
-1.40%
3 Months
-0.41%
6 Months
+14.64%
YTD
+12.91%
1 Year
+17.89%
3 Years (annualized)
+19.98%
5 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWLSX 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
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+7.09%
vs Peers
+5.82%

FWLSX Mutual Fund Performance

FWLSX performance across multiple time periods: 1-month -1.40%, YTD 12.91%, 1-year 17.89%, 3-year 19.98%, 5-year 10.11%.

FWLSX returns outperform the peer average of 7.09% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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