FWGIX Mutual Fund

FWGIX Mutual Fund

NAV$82.23
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Returns Overview

1 Month
+2.05%
3 Months
+0.90%
6 Months
+9.65%
YTD
+16.57%
1 Year
+26.05%
3 Years (annualized)
+20.54%
5 Years (annualized)
+10.77%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWGIX 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)
+16.57%
Peer Avg (YTD)
+10.17%
vs Peers
+6.40%

FWGIX Mutual Fund Performance

FWGIX performance across multiple time periods: 1-month 2.05%, YTD 16.57%, 1-year 26.05%, 3-year 20.54%, 5-year 10.77%, 10-year 12.06%.

FWGIX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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