FWOAX Mutual Fund

FWOAX Mutual Fund

NAV$20.77
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Returns Overview

1 Month
-1.75%
3 Months
-0.90%
6 Months
+4.50%
YTD
+11.78%
1 Year
+14.75%
3 Years (annualized)
+21.11%
5 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Women's Leadership Index
This Mutual Fund (YTD)
+11.78%
Peer Avg (YTD)
+17.72%
vs Peers
-5.93%

FWOAX Mutual Fund Performance

FWOAX performance across multiple time periods: 1-month -1.75%, YTD 11.78%, 1-year 14.75%, 3-year 21.11%, 5-year 7.71%.

FWOAX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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