FSWRX Mutual Fund

FSWRX Mutual Fund

NAV$13.43
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Returns Overview

1 Month
-1.42%
3 Months
+1.53%
6 Months
+4.17%
YTD
+5.59%
1 Year
+12.57%
3 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWRX 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
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📉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)
+5.59%
Peer Avg (YTD)
+6.99%
vs Peers
-1.40%

FSWRX Mutual Fund Performance

FSWRX performance across multiple time periods: 1-month -1.42%, YTD 5.59%, 1-year 12.57%, 3-year 9.64%.

FSWRX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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