RWGIX Mutual Fund

RWGIX Mutual Fund

NAV$5.34
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Returns Overview

1 Month
-0.57%
3 Months
+2.98%
6 Months
+12.58%
YTD
+5.49%
1 Year
+3.67%
3 Years (annualized)
+19.68%
5 Years (annualized)
+9.76%
10 Years (annualized)
+15.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWGIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+8.67%
vs Peers
-3.18%

RWGIX Mutual Fund Performance

RWGIX performance across multiple time periods: 1-month -0.57%, YTD 5.49%, 1-year 3.67%, 3-year 19.68%, 5-year 9.76%, 10-year 15.75%.

RWGIX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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