FDWGX Mutual Fund

NAV$16.15

Returns Overview

1 Month
-0.95%
3 Months
+17.38%
6 Months
+18.52%
YTD
+16.10%
1 Year
+35.13%
3 Years (annualized)
+19.37%
5 Years (annualized)
+5.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDWGX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.10%
Peer Avg (YTD)
+23.08%
vs Peers
-6.98%

FDWGX Mutual Fund Performance

FDWGX performance across multiple time periods: 1-month -0.95%, YTD 16.10%, 1-year 35.13%, 3-year 19.37%, 5-year 5.75%.

FDWGX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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