FTWCX Mutual Fund

FTWCX Mutual Fund

NAV$47.63
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Returns Overview

1 Month
+4.12%
3 Months
-0.23%
6 Months
+4.49%
YTD
+16.85%
1 Year
+22.87%
3 Years (annualized)
+11.85%
5 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTWCX 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

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+16.85%
Peer Avg (YTD)
+8.01%
vs Peers
+8.84%

FTWCX Mutual Fund Performance

FTWCX performance across multiple time periods: 1-month 4.12%, YTD 16.85%, 1-year 22.87%, 3-year 11.85%, 5-year 6.27%.

FTWCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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