FWMMX Mutual Fund

FWMMX Mutual Fund

NAV$65.78
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Returns Overview

1 Month
+0.79%
3 Months
+3.89%
6 Months
+11.69%
YTD
+9.98%
1 Year
+14.65%
3 Years (annualized)
+29.46%
5 Years (annualized)
+21.54%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWMMX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+11.21%
vs Peers
-1.23%

FWMMX Mutual Fund Performance

FWMMX performance across multiple time periods: 1-month 0.79%, YTD 9.98%, 1-year 14.65%, 3-year 29.46%, 5-year 21.54%, 10-year 13.40%.

FWMMX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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