FWOEX Mutual Fund

NAV$21.53

Returns Overview

1 Month
+0.72%
3 Months
+20.23%
6 Months
+14.88%
YTD
+14.09%
1 Year
+33.40%
3 Years (annualized)
+20.36%
5 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOEX 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 USA Women's Leadership Index
This Mutual Fund (YTD)
+14.09%
Peer Avg (YTD)
+9.51%
vs Peers
+4.58%

FWOEX Mutual Fund Performance

FWOEX performance across multiple time periods: 1-month 0.72%, YTD 14.09%, 1-year 33.40%, 3-year 20.36%, 5-year 10.41%.

FWOEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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