FWOZX Mutual Fund

FWOZX Mutual Fund

NAV$21.03
See how much of FWOZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.73%
3 Months
-0.80%
6 Months
+4.68%
YTD
+12.12%
1 Year
+15.14%
3 Years (annualized)
+21.57%
5 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOZX 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
MSCI USA Women's Leadership Index
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+17.72%
vs Peers
-5.60%

FWOZX Mutual Fund Performance

FWOZX performance across multiple time periods: 1-month -1.73%, YTD 12.12%, 1-year 15.14%, 3-year 21.57%, 5-year 8.15%.

FWOZX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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