FWIRX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+0.71%
3 Months
+2.18%
6 Months
+2.13%
YTD
+2.13%
1 Year
+7.21%
3 Years (annualized)
+4.14%
5 Years (annualized)
+1.14%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWIRX 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

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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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.13%
Peer Avg (YTD)
+1.79%
vs Peers
+0.35%

FWIRX Mutual Fund Performance

FWIRX performance across multiple time periods: 1-month 0.71%, YTD 2.13%, 1-year 7.21%, 3-year 4.14%, 5-year 1.14%, 10-year 2.29%.

FWIRX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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