FWCFX Mutual Fund

FWCFX Mutual Fund

NAV$38.02
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Returns Overview

1 Month
+0.21%
3 Months
-3.22%
6 Months
+10.72%
YTD
+14.92%
1 Year
+21.20%
3 Years (annualized)
+20.56%
5 Years (annualized)
+8.88%
10 Years (annualized)
+13.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWCFX 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 World Index(MDWO)
This Mutual Fund (YTD)
+14.92%
Peer Avg (YTD)
+8.51%
vs Peers
+6.41%

FWCFX Mutual Fund Performance

FWCFX performance across multiple time periods: 1-month 0.21%, YTD 14.92%, 1-year 21.20%, 3-year 20.56%, 5-year 8.88%, 10-year 13.31%.

FWCFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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