FICWX Mutual Fund

FICWX Mutual Fund

NAV$12.77
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Returns Overview

1 Month
+0.61%
3 Months
+1.06%
6 Months
+1.07%
YTD
+4.86%
1 Year
+8.64%
3 Years (annualized)
+10.24%
5 Years (annualized)
+4.72%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICWX 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

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+3.78%
vs Peers
+1.09%

FICWX Mutual Fund Performance

FICWX performance across multiple time periods: 1-month 0.61%, YTD 4.86%, 1-year 8.64%, 3-year 10.24%, 5-year 4.72%, 10-year 5.70%.

FICWX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

FICWX vs another fund shows side-by-side returns. FICWX alternatives are available in the Mutual Fund Screener.