FSIWX Mutual Fund

FSIWX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
+2.26%
3 Months
-0.52%
6 Months
-1.76%
YTD
-2.37%
1 Year
-2.13%

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
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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 5-10 Year Treasury Bond Index
This Mutual Fund (YTD)
-2.37%
Peer Avg (YTD)
+1.93%
vs Peers
-4.30%

FSIWX Mutual Fund Performance

FSIWX performance across multiple time periods: 1-month 2.26%, YTD -2.37%, 1-year -2.13%.

FSIWX returns trail the peer average of 1.93% 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.