FGFWX Mutual Fund

FGFWX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
-2.93%
3 Months
-1.55%
6 Months
+5.80%
YTD
+5.24%
1 Year
+8.88%
3 Years (annualized)
+14.80%
5 Years (annualized)
+8.03%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGFWX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+4.96%
vs Peers
+0.28%

FGFWX Mutual Fund Performance

FGFWX performance across multiple time periods: 1-month -2.93%, YTD 5.24%, 1-year 8.88%, 3-year 14.80%, 5-year 8.03%, 10-year 8.59%.

FGFWX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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