FWD Among Its Peers
End-of-day Nov 11, 2026 · 1 ETFs by YTD
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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.9% | −2.7% | −12.9% | −15.0% | +10.0% | +9.4% | +119.6% | — | +135.7% |
| S&P 500 · VOO | −0.3% | −0.6% | −3.6% | −2.7% | +10.9% | +13.1% | +79.3% | +74.2% | — |
$35 of every $1,000 in FWD is Microsoft
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | MSFTMicrosoft 00000625 | Technology | 3.51% | $350.82 | 196K | $107.1M |
| 2 | NVDANvidia 001 | Technology | 3.32% | $332.25 | 568K | $101.4M |
| 3 | AVGOBroadcom | Technology | 2.53% | $253.13 | 242K | $77.3M |
| 4 | METAMETA Platforms 000006 | Communication Services | 2.53% | $252.70 | 120K | $77.1M |
| 5 | LLYELI Lilly + | Healthcare | 2.39% | $238.63 | 52K | $72.8M |
| 6 | AMZNAmazon. 01 | Consumer Cyclical | 2.33% | $232.94 | 266K | $71.1M |
| 7 | AMDAdvanced Micro Devices 01 | Technology | 2.09% | $209.17 | 126K | $63.9M |
| 8 | —Alliancebernstein Govt Stif SSC Fund 64ba Agis 587 | — | 2.02% | $201.95 | 61.6M | $61.6M |
| 9 | SPCXSpace Exploration Techn 001 | Industrials | 1.98% | $198.31 | 426K | $60.5M |
| 10 | MRKMerck + 5 | Healthcare | 1.72% | $172.39 | 354K | $52.6M |
| 11 | 2330.TWTaiwan Semiconductor Manufac Twd10.0 | Technology | 1.71% | $171.25 | 771K | $52.3M |
| 12 | ASMLASML NY REG NY REG Shrs Eur.09 | Technology | 1.53% | $153.00 | 31K | $46.7M |
| 13 | LRCXLAM Research 001 | Technology | 1.49% | $149.49 | 206K | $45.6M |
| 14 | CRWDCrowdstrike | Technology | 1.41% | $140.88 | 188K | $43.0M |
| 15 | PANWPalo Alto Networks 0001 | Technology | 1.41% | $140.66 | 130K | $42.9M |
FWD has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | MSFT | Microsoft 00000625 | 3.51% |
| 2 | NVDA | Nvidia 001 | 3.32% |
| 3 | AVGO | Broadcom | 2.53% |
| 4 | META | META Platforms 000006 | 2.53% |
| 5 | LLY | ELI Lilly + | 2.39% |
| 6 | AMZN | Amazon. 01 | 2.33% |
| 7 | AMD | Advanced Micro Devices 01 | 2.09% |
| 8 | SPCX | Space Exploration Techn 001 | 1.98% |
| 9 | MRK | Merck + 5 | 1.72% |
| 10 | 2330.TW | Taiwan Semiconductor Manufac Twd10.0 | 1.71% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| FWD | 0.10 | 0.14 | 31.1% | −27.3% | 1.90 | $65 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Dec 17, 2025 | Dec 18, 2025 | $0.11 |
| Jul 22, 2025 | Jul 23, 2025 | $0.0057 |
| Dec 17, 2024 | Dec 18, 2024 | $1.50 |