FWCBX Mutual Fund

NAV$83.22

Returns Overview

1 Month
+1.52%
3 Months
+3.90%
6 Months
+4.60%
YTD
+7.73%
1 Year
+16.03%
3 Years (annualized)
+14.87%
5 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWCBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.73%
Peer Avg (YTD)
+5.93%
vs Peers
+1.79%

FWCBX Mutual Fund Performance

FWCBX performance across multiple time periods: 1-month 1.52%, YTD 7.73%, 1-year 16.03%, 3-year 14.87%, 5-year 8.60%.

FWCBX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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