FSFWX Mutual Fund

FSFWX Mutual Fund

NAV$84.88
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Returns Overview

1 Month
-5.95%
3 Months
+0.38%
6 Months
+6.74%
YTD
+9.57%
1 Year
+17.78%
3 Years (annualized)
+10.05%
5 Years (annualized)
+1.56%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSFWX 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
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🏦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 All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+8.67%
vs Peers
+0.90%

FSFWX Mutual Fund Performance

FSFWX performance across multiple time periods: 1-month -5.95%, YTD 9.57%, 1-year 17.78%, 3-year 10.05%, 5-year 1.56%, 10-year 9.57%.

FSFWX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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