FSWSX Mutual Fund

NAV$13.48

Returns Overview

1 Month
+0.52%
3 Months
+8.73%
6 Months
+7.77%
YTD
+7.34%
1 Year
+14.68%
3 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+7.64%
vs Peers
-0.30%

FSWSX Mutual Fund Performance

FSWSX performance across multiple time periods: 1-month 0.52%, YTD 7.34%, 1-year 14.68%, 3-year 11.31%.

FSWSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

FSWSX performance comparison shows side-by-side returns with another fund. FSWSX alternatives are available in the Mutual Fund Screener.