RCWGX Mutual Fund

RCWGX Mutual Fund

NAV$15.33
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Returns Overview

1 Month
-3.02%
3 Months
-3.15%
6 Months
-2.07%
YTD
-3.75%
1 Year
-3.62%
3 Years (annualized)
+3.59%
5 Years (annualized)
-2.03%
10 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCWGX 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)
-3.75%
Peer Avg (YTD)
-1.59%
vs Peers
-2.16%

RCWGX Mutual Fund Performance

RCWGX performance across multiple time periods: 1-month -3.02%, YTD -3.75%, 1-year -3.62%, 3-year 3.59%, 5-year -2.03%, 10-year 0.54%.

RCWGX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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