FIWEX Mutual Fund

FIWEX Mutual Fund

NAV$11.63
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Returns Overview

1 Month
-4.19%
3 Months
-6.05%
6 Months
-4.08%
YTD
-4.84%
1 Year
-3.21%
3 Years (annualized)
+3.38%
5 Years (annualized)
+0.30%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIWEX 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
Bloomberg 3-year Municipal Bond Index
This Mutual Fund (YTD)
-4.84%
Peer Avg (YTD)
-3.84%
vs Peers
-1.00%

FIWEX Mutual Fund Performance

FIWEX performance across multiple time periods: 1-month -4.19%, YTD -4.84%, 1-year -3.21%, 3-year 3.38%, 5-year 0.30%, 10-year 2.24%.

FIWEX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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