FWIFX Mutual Fund

NAV$42.49

Returns Overview

1 Month
+3.55%
3 Months
+27.38%
6 Months
+23.44%
YTD
+22.15%
1 Year
+35.79%
3 Years (annualized)
+24.94%
5 Years (annualized)
+12.58%
10 Years (annualized)
+15.66%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+22.15%
Peer Avg (YTD)
+8.97%
vs Peers
+13.18%

FWIFX Mutual Fund Performance

FWIFX performance across multiple time periods: 1-month 3.55%, YTD 22.15%, 1-year 35.79%, 3-year 24.94%, 5-year 12.58%, 10-year 15.66%.

FWIFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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