FGFWX Mutual Fund

FGFWX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
+0.37%
3 Months
+2.56%
6 Months
+5.09%
YTD
+7.29%
1 Year
+15.48%
3 Years (annualized)
+13.70%
5 Years (annualized)
+8.11%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGFWX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+5.54%
vs Peers
+1.76%

FGFWX Mutual Fund Performance

FGFWX performance across multiple time periods: 1-month 0.37%, YTD 7.29%, 1-year 15.48%, 3-year 13.70%, 5-year 8.11%, 10-year 8.41%.

FGFWX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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