FWOAX Mutual Fund

FWOAX Mutual Fund

NAV$21.31
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Returns Overview

1 Month
-1.27%
3 Months
+5.45%
6 Months
+11.69%
YTD
+12.80%
1 Year
+25.64%
3 Years (annualized)
+16.81%
5 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOAX 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 USA Women's Leadership Index
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+9.41%
vs Peers
+3.39%

FWOAX Mutual Fund Performance

FWOAX performance across multiple time periods: 1-month -1.27%, YTD 12.80%, 1-year 25.64%, 3-year 16.81%, 5-year 8.72%.

FWOAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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