FCWBX Mutual Fund

NAV$15.82

Returns Overview

1 Month
-0.25%
3 Months
-2.10%
6 Months
-4.00%
YTD
-3.30%
1 Year
-0.17%
3 Years (annualized)
+3.22%
5 Years (annualized)
-2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCWBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-3.30%
Peer Avg (YTD)
+0.99%
vs Peers
-4.29%

FCWBX Mutual Fund Performance

FCWBX performance across multiple time periods: 1-month -0.25%, YTD -3.30%, 1-year -0.17%, 3-year 3.22%, 5-year -2.00%.

FCWBX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

FCWBX performance comparison shows side-by-side returns with another fund. FCWBX alternatives are available in the Mutual Fund Screener.