FWCBX Mutual Fund

FWCBX Mutual Fund

NAV$83.75
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Returns Overview

1 Month
+3.28%
3 Months
+0.07%
6 Months
+4.11%
YTD
+10.14%
1 Year
+14.10%
3 Years (annualized)
+18.02%
5 Years (annualized)
+8.75%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWCBX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+5.74%
vs Peers
+4.40%

FWCBX Mutual Fund Performance

FWCBX performance across multiple time periods: 1-month 3.28%, YTD 10.14%, 1-year 14.10%, 3-year 18.02%, 5-year 8.75%, 10-year 8.13%.

FWCBX returns outperform the peer average of 5.74% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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