FWCGX Mutual Fund

FWCGX Mutual Fund

NAV$77.80
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Returns Overview

1 Month
-3.80%
3 Months
-3.10%
6 Months
+1.45%
YTD
+9.33%
1 Year
+12.87%
3 Years (annualized)
+20.98%
5 Years (annualized)
+9.55%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWCGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+8.05%
vs Peers
+1.28%

FWCGX Mutual Fund Performance

FWCGX performance across multiple time periods: 1-month -3.80%, YTD 9.33%, 1-year 12.87%, 3-year 20.98%, 5-year 9.55%, 10-year 11.88%.

FWCGX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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