FWTFX Mutual Fund

FWTFX Mutual Fund

NAV$40.91
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Returns Overview

1 Month
+1.44%
3 Months
-5.06%
6 Months
+20.80%
YTD
+15.72%
1 Year
+18.90%
3 Years (annualized)
+21.17%
5 Years (annualized)
+9.44%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWTFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.72%
Peer Avg (YTD)
+8.68%
vs Peers
+7.03%

FWTFX Mutual Fund Performance

FWTFX performance across multiple time periods: 1-month 1.44%, YTD 15.72%, 1-year 18.90%, 3-year 21.17%, 5-year 9.44%, 10-year 13.89%.

FWTFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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