FWMMX Mutual Fund

FWMMX Mutual Fund

NAV$69.56
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Returns Overview

1 Month
+1.46%
3 Months
+10.88%
6 Months
+7.41%
YTD
+6.77%
1 Year
+15.59%
3 Years (annualized)
+16.92%
5 Years (annualized)
+11.90%

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)
+6.77%
Peer Avg (YTD)
+9.51%
vs Peers
-2.74%

FWMMX Mutual Fund Performance

FWMMX performance across multiple time periods: 1-month 1.46%, YTD 6.77%, 1-year 15.59%, 3-year 16.92%, 5-year 11.90%.

FWMMX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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