FSWDX Mutual Fund

FSWDX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+0.16%
3 Months
-0.72%
6 Months
+0.77%
YTD
+4.63%
1 Year
+5.50%
3 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWDX 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
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🏦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

This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+14.77%
vs Peers
-10.14%

FSWDX Mutual Fund Performance

FSWDX performance across multiple time periods: 1-month 0.16%, YTD 4.63%, 1-year 5.50%, 3-year 12.31%.

FSWDX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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