FTWCX Mutual Fund

NAV$47.32

Returns Overview

1 Month
-0.63%
3 Months
+4.85%
6 Months
+11.71%
YTD
+17.07%
1 Year
+30.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTWCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+17.07%
Peer Avg (YTD)
+10.82%
vs Peers
+6.25%

FTWCX Mutual Fund Performance

FTWCX performance across multiple time periods: 1-month -0.63%, YTD 17.07%, 1-year 30.45%.

FTWCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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