FIWBX Mutual Fund

FIWBX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
-3.54%
3 Months
+2.66%
6 Months
-0.12%
YTD
+4.89%
1 Year
+12.96%
3 Years (annualized)
+11.18%
5 Years (annualized)
+6.00%
10 Years (annualized)
+8.95%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+5.54%
vs Peers
-0.65%

FIWBX Mutual Fund Performance

FIWBX performance across multiple time periods: 1-month -3.54%, YTD 4.89%, 1-year 12.96%, 3-year 11.18%, 5-year 6.00%, 10-year 8.95%.

FIWBX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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