FWIRX Performance — Nuveen Wisconsin Municipal Bond Fund, Class I
Data updated: 2026-09-28
FWIRX returned +1.74% year to date and +8.40% over one year to May 2026. Annualised returns are +4.33% over 3 years and +1.20% over 5 years. The fund beat its Long-Term Municipal Bond category average: $100 invested three years ago grew to $114, against $112 for the category, and to $108 over one year, against $107. Volatility over the past three years was 6.86% a year. In the 12 months to May 2026 the fund took in a net $37.8M, and assets reached $102.66M.
FWIRX Growth of $100
What $100 invested in Nuveen Wisconsin Municipal Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Long-Term Municipal Bond category average over the same months.
| Period | FWIRX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $108 | $107 |
| 3 years (Jun 2023 – May 2026) | $114 | $112 |
| 5 years (Jun 2021 – May 2026) | $106 | $103 |
| Since data start (Sep 2019 – May 2026) | $113 | $109 |
FWIRX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.74% |
| 1 year | +8.40% |
| 3 years (annualised) | +4.33% |
| 5 years (annualised) | +1.20% |
FWIRX Annual Returns
Calendar-year total returns of Nuveen Wisconsin Municipal Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +1.74% |
| 2025 | +4.61% |
| 2024 | +1.89% |
| 2023 | +5.41% |
| 2022 | −9.38% |
| 2021 | +4.40% |
| 2020 | +3.79% |
| 2019 (Sep–Dec) | +0.51% |
FWIRX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | +1.2% | −1.7% | +1.2% | +0.6% | — | — | — | — | — | — | — |
| 2025 | +0.3% | +1.3% | −2.3% | −0.5% | −0.6% | +1.3% | −0.8% | +1.2% | +3.0% | +1.4% | +0.4% | 0.0% |
| 2024 | 0.0% | +0.6% | +0.5% | −0.9% | +1.3% | +2.6% | +0.6% | +1.2% | −2.4% | −1.5% | +1.5% | −1.3% |
| 2023 | +3.1% | −3.2% | +2.2% | −0.2% | −1.0% | +1.0% | +0.1% | −1.8% | −3.2% | −1.9% | +8.1% | +2.6% |
| 2022 | −2.2% | −0.5% | −2.0% | −3.5% | +1.1% | −3.4% | +4.3% | −2.2% | −5.4% | −1.0% | +5.5% | 0.0% |
| 2021 | +0.6% | −1.2% | +0.7% | +1.0% | +0.7% | +1.1% | +0.9% | −0.2% | −0.6% | +0.4% | +1.0% | 0.0% |
| 2020 | +1.9% | +1.4% | −5.4% | −1.7% | +3.1% | +1.6% | +0.4% | −0.4% | +0.3% | −0.3% | +2.0% | +1.1% |
| 2019 | — | — | — | — | — | — | — | — | −0.4% | +0.1% | +0.3% | +0.5% |
FWIRX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 6.86%
- 3-year Sharpe ratio: -0.02 (vs 4.5% risk-free rate)
- Best month: +8.06% (Nov 2023)
- Worst month: −3.16% (Sep 2023)
FWIRX Fund Flows
Monthly money in and out of Nuveen Wisconsin Municipal Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $37.8M
- 12-month gross sales (incl. reinvestments): $57.3M
- Sales ÷ redemptions: 2.94×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $4.9M | $1.6M | $3.3M |
| Apr 2026 | $6.1M | $1.3M | $4.7M |
| Mar 2026 | $5.5M | $1.8M | $3.7M |
| Feb 2026 | $3.1M | $2.5M | $640K |
| Jan 2026 | $6.8M | $3.2M | $3.7M |
| Dec 2025 | $4.3M | $1.3M | $3.0M |
| Nov 2025 | $3.3M | $765K | $2.5M |
| Oct 2025 | $6.0M | $1.8M | $4.2M |
| Sep 2025 | $6.2M | $1.1M | $5.1M |
| Aug 2025 | $4.1M | $2.1M | $1.9M |
| Jul 2025 | $4.7M | $801K | $3.9M |
| Jun 2025 | $2.4M | $1.2M | $1.3M |
FWIRX Assets Under Management
Net assets of Nuveen Wisconsin Municipal Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $102.66M |
| 2026-02-28 | $91.64M |
| 2025-11-30 | $83.71M |
| 2025-08-31 | $69.22M |
| 2025-05-31 | $61.89M |
| 2025-02-28 | $64.31M |
| 2024-11-30 | $67.89M |
| 2024-08-31 | $78.30M |
| 2024-05-31 | $72.68M |
| 2024-02-29 | $75.37M |
| 2023-11-30 | $78.18M |
| 2023-08-31 | $83.29M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.