FWAFX Mutual Fund

FWAFX Mutual Fund

NAV$38.79
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Returns Overview

1 Month
-5.52%
3 Months
-3.87%
6 Months
-0.98%
YTD
+9.55%
1 Year
+10.13%
3 Years (annualized)
+23.21%
5 Years (annualized)
+8.50%
10 Years (annualized)
+13.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWAFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+5.23%
vs Peers
+4.32%

FWAFX Mutual Fund Performance

FWAFX performance across multiple time periods: 1-month -5.52%, YTD 9.55%, 1-year 10.13%, 3-year 23.21%, 5-year 8.50%, 10-year 13.92%.

FWAFX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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