RWIBX Mutual Fund

RWIBX Mutual Fund

NAV$78.57
See how much of RWIBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.39%
3 Months
-0.44%
6 Months
+15.88%
YTD
+12.77%
1 Year
+18.86%
3 Years (annualized)
+20.00%
5 Years (annualized)
+10.12%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWIBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.77%
Peer Avg (YTD)
+9.29%
vs Peers
+3.48%

RWIBX Mutual Fund Performance

RWIBX performance across multiple time periods: 1-month -1.39%, YTD 12.77%, 1-year 18.86%, 3-year 20.00%, 5-year 10.12%, 10-year 11.04%.

RWIBX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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