RWGFX Mutual Fund

RWGFX Mutual Fund

NAV$4.58
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Returns Overview

1 Month
-0.67%
3 Months
+3.01%
6 Months
+12.66%
YTD
+5.45%
1 Year
+3.56%
3 Years (annualized)
+15.37%
5 Years (annualized)
+7.30%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWGFX 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)
+5.45%
Peer Avg (YTD)
+8.68%
vs Peers
-3.23%

RWGFX Mutual Fund Performance

RWGFX performance across multiple time periods: 1-month -0.67%, YTD 5.45%, 1-year 3.56%, 3-year 15.37%, 5-year 7.30%, 10-year 12.72%.

RWGFX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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