FSWAX Mutual Fund

FSWAX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-5.47%
3 Months
-0.35%
6 Months
+10.19%
YTD
+20.49%
1 Year
+39.15%
3 Years (annualized)
+19.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWAX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+20.49%
Peer Avg (YTD)
+17.66%
vs Peers
+2.83%

FSWAX Mutual Fund Performance

FSWAX performance across multiple time periods: 1-month -5.47%, YTD 20.49%, 1-year 39.15%, 3-year 19.93%.

FSWAX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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