FWOMX Mutual Fund

FWOMX Mutual Fund

NAV$20.90
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Returns Overview

1 Month
-1.69%
3 Months
-0.81%
6 Months
+2.12%
YTD
+12.81%
1 Year
+15.10%
3 Years (annualized)
+20.45%
5 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOMX 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
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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)
+12.81%
Peer Avg (YTD)
+10.80%
vs Peers
+2.01%

FWOMX Mutual Fund Performance

FWOMX performance across multiple time periods: 1-month -1.69%, YTD 12.81%, 1-year 15.10%, 3-year 20.45%, 5-year 7.44%.

FWOMX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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