FWDGX Mutual Fund

FWDGX Mutual Fund

NAV$16.37
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Returns Overview

1 Month
+2.48%
3 Months
-0.11%
6 Months
+5.60%
YTD
+19.49%
1 Year
+31.51%
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)
+19.49%
Peer Avg (YTD)
+20.14%
vs Peers
-0.65%

FWDGX Mutual Fund Performance

FWDGX performance across multiple time periods: 1-month 2.48%, YTD 19.49%, 1-year 31.51%, 3-year 20.44%, 5-year 6.38%, 10-year 7.57%.

FWDGX returns trail the peer average of 20.14% 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.