FSWVX Mutual Fund

FSWVX Mutual Fund

NAV$13.53
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Returns Overview

1 Month
-1.34%
3 Months
+1.74%
6 Months
+4.71%
YTD
+6.21%
1 Year
+13.75%
3 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWVX 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)
+6.21%
Peer Avg (YTD)
+6.99%
vs Peers
-0.78%

FSWVX Mutual Fund Performance

FSWVX performance across multiple time periods: 1-month -1.34%, YTD 6.21%, 1-year 13.75%, 3-year 10.83%.

FSWVX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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