FSWGX Mutual Fund

FSWGX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
+0.40%
3 Months
+7.39%
6 Months
+6.49%
YTD
+6.14%
1 Year
+12.79%
3 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWGX 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

This Mutual Fund (YTD)
+6.14%
Peer Avg (YTD)
+7.64%
vs Peers
-1.50%

FSWGX Mutual Fund Performance

FSWGX performance across multiple time periods: 1-month 0.40%, YTD 6.14%, 1-year 12.79%, 3-year 9.75%.

FSWGX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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