FWTFX Mutual Fund

NAV$41.30

Returns Overview

1 Month
+3.53%
3 Months
+27.24%
6 Months
+23.16%
YTD
+21.88%
1 Year
+35.16%
3 Years (annualized)
+24.32%
5 Years (annualized)
+14.45%
10 Years (annualized)
+17.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWTFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+21.88%
Peer Avg (YTD)
+8.97%
vs Peers
+12.91%

FWTFX Mutual Fund Performance

FWTFX performance across multiple time periods: 1-month 3.53%, YTD 21.88%, 1-year 35.16%, 3-year 24.32%, 5-year 14.45%, 10-year 17.14%.

FWTFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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