FWCCX Mutual Fund

FWCCX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-0.62%
3 Months
-1.35%
6 Months
-1.52%
YTD
-0.04%
1 Year
+4.46%
3 Years (annualized)
+3.16%
5 Years (annualized)
-0.38%
10 Years (annualized)
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWCCX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+0.15%
vs Peers
-0.19%

FWCCX Mutual Fund Performance

FWCCX performance across multiple time periods: 1-month -0.62%, YTD -0.04%, 1-year 4.46%, 3-year 3.16%, 5-year -0.38%, 10-year 1.06%.

FWCCX returns trail the peer average of 0.15% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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