FSWRX Mutual Fund

NAV$13.36

Returns Overview

1 Month
+0.53%
3 Months
+8.68%
6 Months
+7.54%
YTD
+7.11%
1 Year
+14.19%
3 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWRX 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

This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+7.64%
vs Peers
-0.53%

FSWRX Mutual Fund Performance

FSWRX performance across multiple time periods: 1-month 0.53%, YTD 7.11%, 1-year 14.19%, 3-year 10.77%.

FSWRX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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