FWRTX Mutual Fund

FWRTX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
+1.23%
3 Months
+2.39%
6 Months
-1.25%
YTD
+4.28%
1 Year
+11.74%
3 Years (annualized)
-1.65%
5 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWRTX 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)
+4.28%
Peer Avg (YTD)
+1.66%
vs Peers
+2.62%

FWRTX Mutual Fund Performance

FWRTX performance across multiple time periods: 1-month 1.23%, YTD 4.28%, 1-year 11.74%, 3-year -1.65%, 5-year 5.42%.

FWRTX returns outperform the peer average of 1.66% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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