FWRLX Mutual Fund

NAV$12.85

Returns Overview

1 Month
+4.99%
3 Months
+7.52%
6 Months
+8.64%
YTD
+6.92%
1 Year
+12.29%
3 Years
+16.21%
5 Years
+7.52%
10 Years
+13.37%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FWRLX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Fidelity Wireless Index(NA)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+1.90%
vs Peers
+5.02%

FWRLX Mutual Fund Performance

FWRLX performance across multiple time periods: 1-month 4.99%, YTD 6.92%, 1-year 12.29%, 3-year 16.21%, 5-year 7.52%, 10-year 13.37%.

FWRLX returns outperform the peer average of 1.90% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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