RWICX Mutual Fund

RWICX Mutual Fund

NAV$80.10
See how much of RWICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.34%
3 Months
-0.33%
6 Months
+16.14%
YTD
+13.14%
1 Year
+19.39%
3 Years (annualized)
+19.83%
5 Years (annualized)
+10.17%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWICX 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)
+13.14%
Peer Avg (YTD)
+9.29%
vs Peers
+3.85%

RWICX Mutual Fund Performance

RWICX performance across multiple time periods: 1-month -1.34%, YTD 13.14%, 1-year 19.39%, 3-year 19.83%, 5-year 10.17%, 10-year 11.24%.

RWICX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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