FIWBX Mutual Fund

FIWBX Mutual Fund

NAV$16.08
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-3.53%
3 Months
+2.34%
6 Months
+4.01%
YTD
+3.34%
1 Year
+11.99%
3 Years (annualized)
+10.75%
5 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIWBX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+5.87%
vs Peers
-2.53%

FIWBX Mutual Fund Performance

FIWBX performance across multiple time periods: 1-month -3.53%, YTD 3.34%, 1-year 11.99%, 3-year 10.75%, 5-year 5.74%.

FIWBX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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