FWRAX Mutual Fund

FWRAX Mutual Fund

NAV$10.64
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Returns Overview

1 Month
+1.22%
3 Months
+2.48%
6 Months
-1.12%
YTD
+4.36%
1 Year
+12.06%
3 Years (annualized)
-1.38%
5 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWRAX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+1.66%
vs Peers
+2.71%

FWRAX Mutual Fund Performance

FWRAX performance across multiple time periods: 1-month 1.22%, YTD 4.36%, 1-year 12.06%, 3-year -1.38%, 5-year 5.67%.

FWRAX returns outperform the peer average of 1.66% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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