FCWGX Mutual Fund

NAV$82.70

Returns Overview

1 Month
-0.25%
3 Months
+16.68%
6 Months
+15.21%
YTD
+13.82%
1 Year
+27.50%
3 Years (annualized)
+20.17%
5 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCWGX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+9.13%
vs Peers
+4.69%

FCWGX Mutual Fund Performance

FCWGX performance across multiple time periods: 1-month -0.25%, YTD 13.82%, 1-year 27.50%, 3-year 20.17%, 5-year 10.97%.

FCWGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

FCWGX performance comparison shows side-by-side returns with another fund. FCWGX alternatives are available in the Mutual Fund Screener.