FWMIX Mutual Fund

FWMIX Mutual Fund

NAV$67.50
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Returns Overview

1 Month
-3.38%
3 Months
-1.06%
6 Months
+5.60%
YTD
+1.71%
1 Year
+8.78%
3 Years (annualized)
+29.69%
5 Years (annualized)
+21.76%
10 Years (annualized)
+13.58%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+9.91%
vs Peers
-8.20%

FWMIX Mutual Fund Performance

FWMIX performance across multiple time periods: 1-month -3.38%, YTD 1.71%, 1-year 8.78%, 3-year 29.69%, 5-year 21.76%, 10-year 13.58%.

FWMIX returns trail the peer average of 9.91% 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.