FIFWX Mutual Fund

FIFWX Mutual Fund

NAV$27.95
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Returns Overview

1 Month
-0.25%
3 Months
-1.26%
6 Months
+8.15%
YTD
+7.83%
1 Year
+11.55%
3 Years (annualized)
+21.61%
5 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFWX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+8.51%
vs Peers
-0.68%

FIFWX Mutual Fund Performance

FIFWX performance across multiple time periods: 1-month -0.25%, YTD 7.83%, 1-year 11.55%, 3-year 21.61%, 5-year 10.79%.

FIFWX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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