RCWAX Mutual Fund

RCWAX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
-3.15%
3 Months
-3.39%
6 Months
-2.62%
YTD
-4.57%
1 Year
-4.71%
3 Years (annualized)
+2.48%
5 Years (annualized)
-3.08%
10 Years (annualized)
-0.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCWAX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-4.57%
Peer Avg (YTD)
-1.59%
vs Peers
-2.99%

RCWAX Mutual Fund Performance

RCWAX performance across multiple time periods: 1-month -3.15%, YTD -4.57%, 1-year -4.71%, 3-year 2.48%, 5-year -3.08%, 10-year -0.56%.

RCWAX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

RCWAX vs another fund shows side-by-side returns. RCWAX alternatives are available in the Mutual Fund Screener.