FSWCX Mutual Fund

NAV$16.30

Returns Overview

1 Month
-1.23%
3 Months
+11.79%
6 Months
+13.46%
YTD
+12.62%
1 Year
+29.87%
3 Years (annualized)
+20.58%
5 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWCX 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
Fidelity US Value Focus Index(^FIDUVFI)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+9.49%
vs Peers
+3.13%

FSWCX Mutual Fund Performance

FSWCX performance across multiple time periods: 1-month -1.23%, YTD 12.62%, 1-year 29.87%, 3-year 20.58%, 5-year 13.46%.

FSWCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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