FWIFX Mutual Fund

FWIFX Mutual Fund

NAV$42.02
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Returns Overview

1 Month
+0.29%
3 Months
-2.99%
6 Months
+11.28%
YTD
+15.65%
1 Year
+22.41%
3 Years (annualized)
+21.77%
5 Years (annualized)
+10.01%
10 Years (annualized)
+14.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWIFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.65%
Peer Avg (YTD)
+8.51%
vs Peers
+7.14%

FWIFX Mutual Fund Performance

FWIFX performance across multiple time periods: 1-month 0.29%, YTD 15.65%, 1-year 22.41%, 3-year 21.77%, 5-year 10.01%, 10-year 14.51%.

FWIFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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