FIWTX Mutual Fund

NAV$17.78

Returns Overview

1 Month
-0.06%
3 Months
+6.45%
6 Months
+5.88%
YTD
+5.63%
1 Year
+12.42%
3 Years (annualized)
+10.62%
5 Years (annualized)
+4.72%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIWTX 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 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+7.64%
vs Peers
-2.01%

FIWTX Mutual Fund Performance

FIWTX performance across multiple time periods: 1-month -0.06%, YTD 5.63%, 1-year 12.42%, 3-year 10.62%, 5-year 4.72%, 10-year 7.23%.

FIWTX 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.

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