FSWGX Mutual Fund

FSWGX Mutual Fund

NAV$12.30
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Returns Overview

1 Month
+0.08%
3 Months
-0.96%
6 Months
+0.20%
YTD
+3.71%
1 Year
+4.86%
3 Years (annualized)
+11.27%

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
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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

This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+14.77%
vs Peers
-11.06%

FSWGX Mutual Fund Performance

FSWGX performance across multiple time periods: 1-month 0.08%, YTD 3.71%, 1-year 4.86%, 3-year 11.27%.

FSWGX returns trail the peer average of 14.77% 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.