FWOAX Mutual Fund

NAV$21.70
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Returns Overview

1 Month
+0.74%
3 Months
+20.30%
6 Months
+15.03%
YTD
+14.25%
1 Year
+33.69%
3 Years (annualized)
+19.29%
5 Years (annualized)
+9.66%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Women's Leadership Index
This Mutual Fund (YTD)
+14.25%
Peer Avg (YTD)
+9.51%
vs Peers
+4.74%

FWOAX Mutual Fund Performance

FWOAX performance across multiple time periods: 1-month 0.74%, YTD 14.25%, 1-year 33.69%, 3-year 19.29%, 5-year 9.66%.

FWOAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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