FWIRX Mutual Fund

FWIRX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-1.82%
3 Months
+0.16%
6 Months
-0.15%
YTD
+0.28%
1 Year
+7.19%
3 Years (annualized)
+3.71%
5 Years (annualized)
+0.67%
10 Years (annualized)
+2.08%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.23%
vs Peers
+0.05%

FWIRX Mutual Fund Performance

FWIRX performance across multiple time periods: 1-month -1.82%, YTD 0.28%, 1-year 7.19%, 3-year 3.71%, 5-year 0.67%, 10-year 2.08%.

FWIRX returns outperform the peer average of 0.23% 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.