FWCFX Mutual Fund

NAV$38.28

Returns Overview

1 Month
+3.48%
3 Months
+27.06%
6 Months
+22.87%
YTD
+21.57%
1 Year
+49.07%
3 Years (annualized)
+28.03%
5 Years (annualized)
+13.75%
10 Years (annualized)
+15.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWCFX 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

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+21.57%
Peer Avg (YTD)
+8.97%
vs Peers
+12.60%

FWCFX Mutual Fund Performance

FWCFX performance across multiple time periods: 1-month 3.48%, YTD 21.57%, 1-year 49.07%, 3-year 28.03%, 5-year 13.75%, 10-year 15.64%.

FWCFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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