FSWBX Mutual Fund

FSWBX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
-1.16%
3 Months
+1.17%
6 Months
+3.51%
YTD
+4.68%
1 Year
+10.47%
3 Years (annualized)
+8.91%

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)
+4.68%
Peer Avg (YTD)
+6.99%
vs Peers
-2.31%

FSWBX Mutual Fund Performance

FSWBX performance across multiple time periods: 1-month -1.16%, YTD 4.68%, 1-year 10.47%, 3-year 8.91%.

FSWBX returns trail the peer average of 6.99% 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.