FIWFX Mutual Fund

NAV$15.73

Returns Overview

1 Month
-0.06%
3 Months
+5.35%
6 Months
+5.00%
YTD
+4.86%
1 Year
+10.71%
3 Years (annualized)
+9.38%
5 Years (annualized)
+4.08%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIWFX 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
Fidelity Freedom 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+7.64%
vs Peers
-2.78%

FIWFX Mutual Fund Performance

FIWFX performance across multiple time periods: 1-month -0.06%, YTD 4.86%, 1-year 10.71%, 3-year 9.38%, 5-year 4.08%, 10-year 6.41%.

FIWFX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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