FWOEX Mutual Fund

FWOEX Mutual Fund

NAV$21.27
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Returns Overview

1 Month
-1.33%
3 Months
+5.36%
6 Months
+14.28%
YTD
+13.35%
1 Year
+25.26%
3 Years (annualized)
+16.50%
5 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOEX 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)
+13.35%
Peer Avg (YTD)
+9.41%
vs Peers
+3.94%

FWOEX Mutual Fund Performance

FWOEX performance across multiple time periods: 1-month -1.33%, YTD 13.35%, 1-year 25.26%, 3-year 16.50%, 5-year 8.43%.

FWOEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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