FWRLX Mutual Fund

FWRLX Mutual Fund

NAV$14.82
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Returns Overview

1 Month
-8.43%
3 Months
-0.07%
6 Months
+15.84%
YTD
+20.62%
1 Year
+25.39%
3 Years (annualized)
+17.69%
5 Years (annualized)
+6.40%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWRLX 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
Fidelity Wireless Index
This Mutual Fund (YTD)
+20.62%
Peer Avg (YTD)
+4.46%
vs Peers
+16.16%

FWRLX Mutual Fund Performance

FWRLX performance across multiple time periods: 1-month -8.43%, YTD 20.62%, 1-year 25.39%, 3-year 17.69%, 5-year 6.40%, 10-year 13.23%.

FWRLX returns outperform the peer average of 4.46% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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