FWOMX Mutual Fund

FWOMX Mutual Fund

NAV$21.54
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Returns Overview

1 Month
-1.26%
3 Months
+5.52%
6 Months
+9.11%
YTD
+13.72%
1 Year
+25.97%
3 Years (annualized)
+16.17%
5 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOMX 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)
+13.72%
Peer Avg (YTD)
+9.41%
vs Peers
+4.31%

FWOMX Mutual Fund Performance

FWOMX performance across multiple time periods: 1-month -1.26%, YTD 13.72%, 1-year 25.97%, 3-year 16.17%, 5-year 8.44%.

FWOMX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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