FWBTX Mutual Fund

FWBTX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
-1.08%
3 Months
-3.92%
6 Months
-0.55%
YTD
+3.20%
1 Year
+7.93%
3 Years (annualized)
+8.62%
5 Years (annualized)
+4.38%
10 Years (annualized)
+7.29%

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
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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)
+3.20%
Peer Avg (YTD)
+5.54%
vs Peers
-2.34%

FWBTX Mutual Fund Performance

FWBTX performance across multiple time periods: 1-month -1.08%, YTD 3.20%, 1-year 7.93%, 3-year 8.62%, 5-year 4.38%, 10-year 7.29%.

FWBTX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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