RWIFX Mutual Fund

RWIFX Mutual Fund

NAV$80.91
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Returns Overview

1 Month
-1.29%
3 Months
-0.18%
6 Months
+16.50%
YTD
+13.65%
1 Year
+20.12%
3 Years (annualized)
+21.10%
5 Years (annualized)
+11.18%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWIFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.65%
Peer Avg (YTD)
+9.29%
vs Peers
+4.36%

RWIFX Mutual Fund Performance

RWIFX performance across multiple time periods: 1-month -1.29%, YTD 13.65%, 1-year 20.12%, 3-year 21.10%, 5-year 11.18%, 10-year 12.16%.

RWIFX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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