FWMIX Mutual Fund

FWMIX Mutual Fund

NAV$65.74
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Returns Overview

1 Month
+0.80%
3 Months
+3.90%
6 Months
+11.78%
YTD
+10.05%
1 Year
+14.75%
3 Years (annualized)
+29.69%
5 Years (annualized)
+21.76%
10 Years (annualized)
+13.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWMIX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+11.21%
vs Peers
-1.16%

FWMIX Mutual Fund Performance

FWMIX performance across multiple time periods: 1-month 0.80%, YTD 10.05%, 1-year 14.75%, 3-year 29.69%, 5-year 21.76%, 10-year 13.58%.

FWMIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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