FWMIX Mutual Fund

FWMIX Mutual Fund

NAV$69.57
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Returns Overview

1 Month
+4.07%
3 Months
+1.34%
6 Months
+2.50%
YTD
+10.65%
1 Year
+12.93%
3 Years (annualized)
+20.52%
5 Years (annualized)
+11.93%
10 Years (annualized)
+13.92%

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
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📉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)
+10.65%
Peer Avg (YTD)
+10.80%
vs Peers
-0.15%

FWMIX Mutual Fund Performance

FWMIX performance across multiple time periods: 1-month 4.07%, YTD 10.65%, 1-year 12.93%, 3-year 20.52%, 5-year 11.93%, 10-year 13.92%.

FWMIX returns trail the peer average of 10.80% 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.