FNWFX Mutual Fund

NAV$106.14

Returns Overview

1 Month
+0.25%
3 Months
+18.38%
6 Months
+16.64%
YTD
+14.95%
1 Year
+29.72%
3 Years (annualized)
+18.01%
5 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNWFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.95%
Peer Avg (YTD)
+23.08%
vs Peers
-8.13%

FNWFX Mutual Fund Performance

FNWFX performance across multiple time periods: 1-month 0.25%, YTD 14.95%, 1-year 29.72%, 3-year 18.01%, 5-year 6.55%.

FNWFX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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