RWEBX Mutual Fund

RWEBX Mutual Fund

NAV$67.03
See how much of RWEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.46%
3 Months
-1.27%
6 Months
+5.13%
YTD
+1.07%
1 Year
+7.89%
3 Years (annualized)
+17.41%
5 Years (annualized)
+11.52%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWEBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+9.91%
vs Peers
-8.84%

RWEBX Mutual Fund Performance

RWEBX performance across multiple time periods: 1-month -3.46%, YTD 1.07%, 1-year 7.89%, 3-year 17.41%, 5-year 11.52%, 10-year 12.44%.

RWEBX returns trail the peer average of 9.91% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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