FSWKX Mutual Fund

FSWKX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
+1.27%
3 Months
+0.55%
6 Months
+3.47%
YTD
+6.73%
1 Year
+12.09%
3 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+8.76%
vs Peers
-2.03%

FSWKX Mutual Fund Performance

FSWKX performance across multiple time periods: 1-month 1.27%, YTD 6.73%, 1-year 12.09%, 3-year 11.15%.

FSWKX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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