FGFWX Mutual Fund

FGFWX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
+1.05%
3 Months
+1.46%
6 Months
+3.93%
YTD
+8.42%
1 Year
+14.39%
3 Years (annualized)
+14.80%
5 Years (annualized)
+8.03%
10 Years (annualized)
+8.59%

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)
+8.42%
Peer Avg (YTD)
+6.28%
vs Peers
+2.14%

FGFWX Mutual Fund Performance

FGFWX performance across multiple time periods: 1-month 1.05%, YTD 8.42%, 1-year 14.39%, 3-year 14.80%, 5-year 8.03%, 10-year 8.59%.

FGFWX returns outperform the peer average of 6.28% 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.