FSFWX Mutual Fund

NAV$84.82

Returns Overview

1 Month
+4.03%
3 Months
+18.71%
6 Months
+17.54%
YTD
+16.50%
1 Year
+24.89%
3 Years (annualized)
+13.66%
5 Years (annualized)
+4.55%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+16.50%
Peer Avg (YTD)
+9.16%
vs Peers
+7.34%

FSFWX Mutual Fund Performance

FSFWX performance across multiple time periods: 1-month 4.03%, YTD 16.50%, 1-year 24.89%, 3-year 13.66%, 5-year 4.55%.

FSFWX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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