RWDIX Mutual Fund

RWDIX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-2.06%
3 Months
-1.88%
6 Months
+0.02%
YTD
-0.49%
1 Year
+0.64%
3 Years (annualized)
+4.51%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWDIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+0.50%
vs Peers
-0.99%

RWDIX Mutual Fund Performance

RWDIX performance across multiple time periods: 1-month -2.06%, YTD -0.49%, 1-year 0.64%, 3-year 4.51%, 5-year 0.20%, 10-year 1.31%.

RWDIX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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