FWOZX Mutual Fund

FWOZX Mutual Fund

NAV$21.64
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Returns Overview

1 Month
-0.60%
3 Months
-0.33%
6 Months
+19.99%
YTD
+14.09%
1 Year
+21.06%
3 Years (annualized)
+19.59%
5 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOZX 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 USA Women's Leadership Index
This Mutual Fund (YTD)
+14.09%
Peer Avg (YTD)
+9.91%
vs Peers
+4.18%

FWOZX Mutual Fund Performance

FWOZX performance across multiple time periods: 1-month -0.60%, YTD 14.09%, 1-year 21.06%, 3-year 19.59%, 5-year 9.38%.

FWOZX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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