FWIAX Mutual Fund

FWIAX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
+0.71%
3 Months
+2.17%
6 Months
+2.18%
YTD
+2.07%
1 Year
+7.06%
3 Years (annualized)
+3.93%
5 Years (annualized)
+0.89%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWIAX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+1.79%
vs Peers
+0.29%

FWIAX Mutual Fund Performance

FWIAX performance across multiple time periods: 1-month 0.71%, YTD 2.07%, 1-year 7.06%, 3-year 3.93%, 5-year 0.89%, 10-year 2.04%.

FWIAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

FWIAX performance comparison shows side-by-side returns with another fund. FWIAX alternatives are available in the Mutual Fund Screener.