FSIWX Mutual Fund

FSIWX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
-1.13%
3 Months
-1.25%
6 Months
-1.56%
YTD
-1.86%
1 Year
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIWX 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 US 5-10 Year Treasury Bond Index
This Mutual Fund (YTD)
-1.86%
Peer Avg (YTD)
+0.12%
vs Peers
-1.98%

FSIWX Mutual Fund Performance

FSIWX performance across multiple time periods: 1-month -1.13%, YTD -1.86%, 1-year 1.91%.

FSIWX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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