FSXWX Mutual Fund

NAV$15.73

Returns Overview

1 Month
+4.55%
3 Months
+17.66%
6 Months
+16.09%
YTD
+15.29%
1 Year
+26.60%
3 Years (annualized)
+18.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSXWX 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)
+15.29%
Peer Avg (YTD)
+7.64%
vs Peers
+7.65%

FSXWX Mutual Fund Performance

FSXWX performance across multiple time periods: 1-month 4.55%, YTD 15.29%, 1-year 26.60%, 3-year 18.11%.

FSXWX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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