FWATX Mutual Fund

FWATX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
-1.69%
3 Months
+5.57%
6 Months
+1.57%
YTD
+7.96%
1 Year
+6.17%
3 Years (annualized)
+13.04%
5 Years (annualized)
+4.92%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWATX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+5.30%
vs Peers
+2.66%

FWATX Mutual Fund Performance

FWATX performance across multiple time periods: 1-month -1.69%, YTD 7.96%, 1-year 6.17%, 3-year 13.04%, 5-year 4.92%, 10-year 8.11%.

FWATX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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