FWOZX Mutual Fund

FWOZX Mutual Fund

NAV$21.57
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Returns Overview

1 Month
-1.26%
3 Months
+5.53%
6 Months
+11.86%
YTD
+13.02%
1 Year
+26.09%
3 Years (annualized)
+17.27%
5 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWOZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Women's Leadership Index
This Mutual Fund (YTD)
+13.02%
Peer Avg (YTD)
+9.41%
vs Peers
+3.61%

FWOZX Mutual Fund Performance

FWOZX performance across multiple time periods: 1-month -1.26%, YTD 13.02%, 1-year 26.09%, 3-year 17.27%, 5-year 9.16%.

FWOZX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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