REDWX Mutual Fund

REDWX Mutual Fund

NAV$19.61
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Returns Overview

1 Month
-2.23%
3 Months
+2.72%
6 Months
+20.05%
YTD
+9.17%
1 Year
+14.29%
3 Years (annualized)
+15.39%
5 Years (annualized)
+8.33%
10 Years (annualized)
+12.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REDWX 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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+9.98%
vs Peers
-0.81%

REDWX Mutual Fund Performance

REDWX performance across multiple time periods: 1-month -2.23%, YTD 9.17%, 1-year 14.29%, 3-year 15.39%, 5-year 8.33%, 10-year 12.99%.

REDWX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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