FWBCX Mutual Fund

FWBCX Mutual Fund

NAV$15.76
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Returns Overview

1 Month
-0.57%
3 Months
-0.97%
6 Months
-2.22%
YTD
-1.20%
1 Year
+1.34%
3 Years (annualized)
+2.80%
5 Years (annualized)
-2.23%
10 Years (annualized)
+0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWBCX 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 Global Aggregate Index
This Mutual Fund (YTD)
-1.20%
Peer Avg (YTD)
+0.25%
vs Peers
-1.45%

FWBCX Mutual Fund Performance

FWBCX performance across multiple time periods: 1-month -0.57%, YTD -1.20%, 1-year 1.34%, 3-year 2.80%, 5-year -2.23%, 10-year 0.28%.

FWBCX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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