FWIRX Mutual Fund

FWIRX Mutual Fund

NAV$9.21
See how much of FWIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.62%
3 Months
-1.09%
6 Months
-1.02%
YTD
+0.64%
1 Year
+5.50%
3 Years (annualized)
+4.02%
5 Years (annualized)
+0.48%
10 Years (annualized)
+1.90%

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

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)
+0.64%
Peer Avg (YTD)
+0.15%
vs Peers
+0.49%

FWIRX Mutual Fund Performance

FWIRX performance across multiple time periods: 1-month -0.62%, YTD 0.64%, 1-year 5.50%, 3-year 4.02%, 5-year 0.48%, 10-year 1.90%.

FWIRX returns outperform the peer average of 0.15% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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