FTWRX Mutual Fund

FTWRX Mutual Fund

NAV$18.78
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Returns Overview

1 Month
-1.10%
3 Months
+3.11%
6 Months
+3.51%
YTD
+6.06%
1 Year
+14.41%
3 Years (annualized)
+17.39%
5 Years (annualized)
+9.20%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTWRX 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

Benchmark
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+11.41%
vs Peers
-5.35%

FTWRX Mutual Fund Performance

FTWRX performance across multiple time periods: 1-month -1.10%, YTD 6.06%, 1-year 14.41%, 3-year 17.39%, 5-year 9.20%, 10-year 8.74%.

FTWRX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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