FWRLX Mutual Fund

FWRLX Mutual Fund

NAV$14.90
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Returns Overview

1 Month
+1.08%
3 Months
-2.98%
6 Months
+20.50%
YTD
+26.72%
1 Year
+26.53%
3 Years (annualized)
+21.06%
5 Years (annualized)
+7.76%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWRLX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Wireless Index
This Mutual Fund (YTD)
+26.72%
Peer Avg (YTD)
+6.71%
vs Peers
+20.01%

FWRLX Mutual Fund Performance

FWRLX performance across multiple time periods: 1-month 1.08%, YTD 26.72%, 1-year 26.53%, 3-year 21.06%, 5-year 7.76%, 10-year 13.80%.

FWRLX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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