FCWBX Mutual Fund

FCWBX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
+0.44%
3 Months
-0.87%
6 Months
-0.75%
YTD
-1.01%
1 Year
-0.17%
3 Years (annualized)
+7.21%
5 Years (annualized)
+0.80%
10 Years (annualized)
+0.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCWBX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.01%
Peer Avg (YTD)
+0.20%
vs Peers
-1.21%

FCWBX Mutual Fund Performance

FCWBX performance across multiple time periods: 1-month 0.44%, YTD -1.01%, 1-year -0.17%, 3-year 7.21%, 5-year 0.80%, 10-year 0.24%.

FCWBX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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