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FMWIX Current & History Performance

Explore the performance of Moderate with Income Allocation Index Fund compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00020,00030,00020192020202120222023202420252026
  • 31,098.75SPY
  • 10,870.45FMWIX
  • 17,597.02Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%13.98%
FMWIX0.00%-11.03%7.72%3.79%7.82%1.13%