FSWBX Mutual Fund

FSWBX Mutual Fund

NAV$11.92
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Returns Overview

1 Month
+1.17%
3 Months
+0.41%
6 Months
+2.87%
YTD
+5.90%
1 Year
+10.09%
3 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWBX 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

This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+8.76%
vs Peers
-2.85%

FSWBX Mutual Fund Performance

FSWBX performance across multiple time periods: 1-month 1.17%, YTD 5.90%, 1-year 10.09%, 3-year 9.83%.

FSWBX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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