FIRWX Mutual Fund

NAV$62.86
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Returns Overview

1 Month
+2.07%
3 Months
+1.35%
6 Months
+6.19%
YTD
+10.32%
1 Year
+17.05%
3 Years (annualized)
+1.61%
5 Years (annualized)
+5.06%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRWX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+14.82%
vs Peers
-4.50%

FIRWX Mutual Fund Performance

FIRWX performance across multiple time periods: 1-month 2.07%, YTD 10.32%, 1-year 17.05%, 3-year 1.61%, 5-year 5.06%, 10-year 5.09%.

FIRWX returns trail the peer average of 14.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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