FSWMX Mutual Fund

FSWMX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
-1.25%
3 Months
+1.43%
6 Months
+4.10%
YTD
+5.39%
1 Year
+12.09%
3 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWMX 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)
+5.39%
Peer Avg (YTD)
+6.99%
vs Peers
-1.60%

FSWMX Mutual Fund Performance

FSWMX performance across multiple time periods: 1-month -1.25%, YTD 5.39%, 1-year 12.09%, 3-year 9.84%.

FSWMX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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