FWIFX Mutual Fund

FWIFX Mutual Fund

NAV$41.87
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Returns Overview

1 Month
-6.59%
3 Months
+3.06%
6 Months
+11.43%
YTD
+15.31%
1 Year
+22.97%
3 Years (annualized)
+21.03%
5 Years (annualized)
+10.90%
10 Years (annualized)
+14.43%

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)
+15.31%
Peer Avg (YTD)
+6.23%
vs Peers
+9.08%

FWIFX Mutual Fund Performance

FWIFX performance across multiple time periods: 1-month -6.59%, YTD 15.31%, 1-year 22.97%, 3-year 21.03%, 5-year 10.90%, 10-year 14.43%.

FWIFX returns outperform the peer average of 6.23% 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.