FTWRX Mutual Fund

FTWRX Mutual Fund

NAV$19.32
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Returns Overview

1 Month
+0.74%
3 Months
-0.57%
6 Months
+4.91%
YTD
+6.85%
1 Year
+14.16%
3 Years (annualized)
+14.54%
5 Years (annualized)
+6.94%
10 Years (annualized)
+7.80%

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)
+6.85%
Peer Avg (YTD)
+12.44%
vs Peers
-5.59%

FTWRX Mutual Fund Performance

FTWRX performance across multiple time periods: 1-month 0.74%, YTD 6.85%, 1-year 14.16%, 3-year 14.54%, 5-year 6.94%, 10-year 7.80%.

FTWRX returns trail the peer average of 12.44% 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.