FSWQX Mutual Fund

FSWQX Mutual Fund

NAV$13.26
See how much of FSWQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.44%
3 Months
+0.60%
6 Months
+4.02%
YTD
+7.60%
1 Year
+12.98%
3 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWQX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+7.60%
Peer Avg (YTD)
+8.76%
vs Peers
-1.16%

FSWQX Mutual Fund Performance

FSWQX performance across multiple time periods: 1-month 1.44%, YTD 7.60%, 1-year 12.98%, 3-year 11.78%.

FSWQX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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