FWRCX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
+1.13%
3 Months
+2.18%
6 Months
-1.48%
YTD
+4.06%
1 Year
+11.15%
3 Years (annualized)
-2.09%
5 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWRCX 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

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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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+1.66%
vs Peers
+2.40%

FWRCX Mutual Fund Performance

FWRCX performance across multiple time periods: 1-month 1.13%, YTD 4.06%, 1-year 11.15%, 3-year -2.09%, 5-year 4.91%.

FWRCX returns outperform the peer average of 1.66% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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