FWDGX Mutual Fund

FWDGX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
-0.17%
3 Months
+0.68%
6 Months
+18.15%
YTD
+16.85%
1 Year
+23.52%
3 Years (annualized)
+20.44%
5 Years (annualized)
+6.38%
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)
+16.85%
Peer Avg (YTD)
+20.48%
vs Peers
-3.63%

FWDGX Mutual Fund Performance

FWDGX performance across multiple time periods: 1-month -0.17%, YTD 16.85%, 1-year 23.52%, 3-year 20.44%, 5-year 6.38%, 10-year 7.57%.

FWDGX returns trail the peer average of 20.48% 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.