FWBTX Mutual Fund

NAV$15.94

Returns Overview

1 Month
-3.57%
3 Months
+2.22%
6 Months
+3.73%
YTD
+3.13%
1 Year
+11.10%
3 Years (annualized)
+9.57%
5 Years (annualized)
+4.66%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWBTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.13%
Peer Avg (YTD)
+5.87%
vs Peers
-2.74%

FWBTX Mutual Fund Performance

FWBTX performance across multiple time periods: 1-month -3.57%, YTD 3.13%, 1-year 11.10%, 3-year 9.57%, 5-year 4.66%, 10-year 7.76%.

FWBTX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

FWBTX performance comparison shows side-by-side returns with another fund. FWBTX alternatives are available in the Mutual Fund Screener.