FIMWX Mutual Fund

FIMWX Mutual Fund

NAV$14.03
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Returns Overview

1 Month
-3.08%
3 Months
-1.85%
6 Months
+3.71%
YTD
+3.75%
1 Year
+6.87%
3 Years (annualized)
+17.90%
5 Years (annualized)
+11.53%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMWX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+4.96%
vs Peers
-1.21%

FIMWX Mutual Fund Performance

FIMWX performance across multiple time periods: 1-month -3.08%, YTD 3.75%, 1-year 6.87%, 3-year 17.90%, 5-year 11.53%, 10-year 7.23%.

FIMWX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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