FIWEX Mutual Fund

FIWEX Mutual Fund

NAV$11.57
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Returns Overview

1 Month
-0.04%
3 Months
-1.21%
6 Months
-2.34%
YTD
-0.68%
1 Year
+3.65%
3 Years (annualized)
+3.38%
5 Years (annualized)
+0.30%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIWEX 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 3-year Municipal Bond Index
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+0.15%
vs Peers
-0.83%

FIWEX Mutual Fund Performance

FIWEX performance across multiple time periods: 1-month -0.04%, YTD -0.68%, 1-year 3.65%, 3-year 3.38%, 5-year 0.30%, 10-year 2.24%.

FIWEX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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