FWDDX Mutual Fund

FWDDX Mutual Fund

NAV$16.45
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Returns Overview

1 Month
+2.42%
3 Months
-0.18%
6 Months
+5.50%
YTD
+19.38%
1 Year
+31.36%
3 Years (annualized)
+20.35%
5 Years (annualized)
+6.31%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWDDX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+19.38%
Peer Avg (YTD)
+20.14%
vs Peers
-0.76%

FWDDX Mutual Fund Performance

FWDDX performance across multiple time periods: 1-month 2.42%, YTD 19.38%, 1-year 31.36%, 3-year 20.35%, 5-year 6.31%, 10-year 7.54%.

FWDDX returns trail the peer average of 20.14% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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