FWRLX Mutual Fund

FWRLX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
-1.84%
3 Months
+22.48%
6 Months
+29.89%
YTD
+28.81%
1 Year
+33.26%
3 Years (annualized)
+20.63%
5 Years (annualized)
+8.45%
10 Years (annualized)
+14.74%

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)
+28.81%
Peer Avg (YTD)
+6.08%
vs Peers
+22.73%

FWRLX Mutual Fund Performance

FWRLX performance across multiple time periods: 1-month -1.84%, YTD 28.81%, 1-year 33.26%, 3-year 20.63%, 5-year 8.45%, 10-year 14.74%.

FWRLX returns outperform the peer average of 6.08% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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