FIWAX Mutual Fund

FIWAX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
+0.30%
3 Months
+0.95%
6 Months
-0.52%
YTD
+1.19%
1 Year
+3.63%
3 Years (annualized)
+3.11%
5 Years (annualized)
+1.12%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIWAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-6 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+0.23%
vs Peers
+0.96%

FIWAX Mutual Fund Performance

FIWAX performance across multiple time periods: 1-month 0.30%, YTD 1.19%, 1-year 3.63%, 3-year 3.11%, 5-year 1.12%, 10-year 1.69%.

FIWAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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