FWOCX Mutual Fund

FWOCX Mutual Fund

NAV$20.65
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Returns Overview

1 Month
-1.36%
3 Months
+5.20%
6 Months
+14.06%
YTD
+12.99%
1 Year
+24.60%
3 Years (annualized)
+15.92%
5 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOCX 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)
+12.99%
Peer Avg (YTD)
+9.41%
vs Peers
+3.58%

FWOCX Mutual Fund Performance

FWOCX performance across multiple time periods: 1-month -1.36%, YTD 12.99%, 1-year 24.60%, 3-year 15.92%, 5-year 7.89%.

FWOCX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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