FSWJX Mutual Fund

NAV$12.78

Returns Overview

1 Month
+0.47%
3 Months
+7.70%
6 Months
+7.07%
YTD
+6.71%
1 Year
+13.91%
3 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+7.64%
vs Peers
-0.93%

FSWJX Mutual Fund Performance

FSWJX performance across multiple time periods: 1-month 0.47%, YTD 6.71%, 1-year 13.91%, 3-year 10.87%.

FSWJX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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