FWMMX Mutual Fund

FWMMX Mutual Fund

NAV$69.61
See how much of FWMMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.06%
3 Months
+1.32%
6 Months
+2.45%
YTD
+10.55%
1 Year
+12.83%
3 Years (annualized)
+20.40%
5 Years (annualized)
+11.83%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWMMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+10.80%
vs Peers
-0.25%

FWMMX Mutual Fund Performance

FWMMX performance across multiple time periods: 1-month 4.06%, YTD 10.55%, 1-year 12.83%, 3-year 20.40%, 5-year 11.83%, 10-year 13.74%.

FWMMX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

FWMMX vs another fund shows side-by-side returns. FWMMX alternatives are available in the Mutual Fund Screener.