FWAFX Mutual Fund

FWAFX Mutual Fund

NAV$40.92
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Returns Overview

1 Month
-6.61%
3 Months
+3.00%
6 Months
+11.29%
YTD
+15.15%
1 Year
+22.65%
3 Years (annualized)
+20.76%
5 Years (annualized)
+10.63%
10 Years (annualized)
+14.14%

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)
+15.15%
Peer Avg (YTD)
+6.23%
vs Peers
+8.92%

FWAFX Mutual Fund Performance

FWAFX performance across multiple time periods: 1-month -6.61%, YTD 15.15%, 1-year 22.65%, 3-year 20.76%, 5-year 10.63%, 10-year 14.14%.

FWAFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.06%, 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.