FIWEX Mutual Fund

FIWEX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+0.73%
3 Months
+2.36%
6 Months
-1.11%
YTD
+2.15%
1 Year
+7.09%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.23%
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)
+2.15%
Peer Avg (YTD)
+0.23%
vs Peers
+1.92%

FIWEX Mutual Fund Performance

FIWEX performance across multiple time periods: 1-month 0.73%, YTD 2.15%, 1-year 7.09%, 3-year 4.04%, 5-year 0.23%, 10-year 2.24%.

FIWEX returns outperform the peer average of 0.23% 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.