FNWFX Mutual Fund

FNWFX Mutual Fund

NAV$108.95
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Returns Overview

1 Month
-2.20%
3 Months
+4.50%
6 Months
+7.62%
YTD
+14.07%
1 Year
+27.73%
3 Years (annualized)
+15.73%
5 Years (annualized)
+6.66%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNWFX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.07%
Peer Avg (YTD)
+17.66%
vs Peers
-3.59%

FNWFX Mutual Fund Performance

FNWFX performance across multiple time periods: 1-month -2.20%, YTD 14.07%, 1-year 27.73%, 3-year 15.73%, 5-year 6.66%, 10-year 10.59%.

FNWFX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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