FWDGX Mutual Fund

FWDGX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
-1.59%
3 Months
+4.53%
6 Months
+7.98%
YTD
+16.60%
1 Year
+32.78%
3 Years (annualized)
+17.11%
5 Years (annualized)
+6.32%
10 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWDGX 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)
+16.60%
Peer Avg (YTD)
+17.66%
vs Peers
-1.06%

FWDGX Mutual Fund Performance

FWDGX performance across multiple time periods: 1-month -1.59%, YTD 16.60%, 1-year 32.78%, 3-year 17.11%, 5-year 6.32%, 10-year 7.57%.

FWDGX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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