FSWZX Mutual Fund

FSWZX Mutual Fund

NAV$13.26
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Returns Overview

1 Month
+1.51%
3 Months
+0.75%
6 Months
+4.26%
YTD
+7.92%
1 Year
+13.49%
3 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWZX 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)
+7.92%
Peer Avg (YTD)
+8.76%
vs Peers
-0.83%

FSWZX Mutual Fund Performance

FSWZX performance across multiple time periods: 1-month 1.51%, YTD 7.92%, 1-year 13.49%, 3-year 12.31%.

FSWZX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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