FSWGX Mutual Fund

FSWGX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
-2.21%
3 Months
-2.37%
6 Months
+4.85%
YTD
+3.63%
1 Year
+6.09%
3 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSWGX 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
PROUpgrade to run
🏦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

This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+7.09%
vs Peers
-3.46%

FSWGX Mutual Fund Performance

FSWGX performance across multiple time periods: 1-month -2.21%, YTD 3.63%, 1-year 6.09%, 3-year 9.92%.

FSWGX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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