FIWBX Mutual Fund

FIWBX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
+0.15%
3 Months
+6.69%
6 Months
+9.18%
YTD
+10.25%
1 Year
+10.93%
3 Years (annualized)
+13.00%
5 Years (annualized)
+6.80%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIWBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+4.96%
vs Peers
+5.28%

FIWBX Mutual Fund Performance

FIWBX performance across multiple time periods: 1-month 0.15%, YTD 10.25%, 1-year 10.93%, 3-year 13.00%, 5-year 6.80%, 10-year 8.95%.

FIWBX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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