FWTFX Mutual Fund

FWTFX Mutual Fund

NAV$38.11
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Returns Overview

1 Month
-5.54%
3 Months
-3.95%
6 Months
-1.13%
YTD
+10.45%
1 Year
+9.85%
3 Years (annualized)
+22.90%
5 Years (annualized)
+8.22%
10 Years (annualized)
+13.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWTFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+4.64%
vs Peers
+5.81%

FWTFX Mutual Fund Performance

FWTFX performance across multiple time periods: 1-month -5.54%, YTD 10.45%, 1-year 9.85%, 3-year 22.90%, 5-year 8.22%, 10-year 13.62%.

FWTFX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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