FWDDX Mutual Fund

NAV$16.14

Returns Overview

1 Month
-0.55%
3 Months
+4.26%
6 Months
+8.25%
YTD
+13.66%
1 Year
+34.96%
3 Years (annualized)
+19.26%
5 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWDDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.66%
Peer Avg (YTD)
+23.08%
vs Peers
-9.41%

FWDDX Mutual Fund Performance

FWDDX performance across multiple time periods: 1-month -0.55%, YTD 13.66%, 1-year 34.96%, 3-year 19.26%, 5-year 5.65%.

FWDDX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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