FWOMX Mutual Fund

NAV$21.82

Returns Overview

1 Month
+0.79%
3 Months
+20.36%
6 Months
+15.18%
YTD
+14.40%
1 Year
+31.23%
3 Years (annualized)
+18.77%
5 Years (annualized)
+9.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+14.40%
Peer Avg (YTD)
+9.51%
vs Peers
+4.89%

FWOMX Mutual Fund Performance

FWOMX performance across multiple time periods: 1-month 0.79%, YTD 14.40%, 1-year 31.23%, 3-year 18.77%, 5-year 9.46%.

FWOMX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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