FWRIX Mutual Fund

NAV$10.64

Returns Overview

1 Month
+1.32%
3 Months
+2.47%
6 Months
-0.98%
YTD
+4.46%
1 Year
+12.41%
3 Years (annualized)
-1.13%
5 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FWRIX 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

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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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+1.66%
vs Peers
+2.80%

FWRIX Mutual Fund Performance

FWRIX performance across multiple time periods: 1-month 1.32%, YTD 4.46%, 1-year 12.41%, 3-year -1.13%, 5-year 5.93%.

FWRIX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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