RWIIX Mutual Fund

RWIIX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
-3.06%
3 Months
+4.24%
6 Months
+6.89%
YTD
+9.26%
1 Year
+13.16%
3 Years (annualized)
+8.83%
5 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWIIX 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 AC World Index ex USA Net
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+4.44%
vs Peers
+4.83%

RWIIX Mutual Fund Performance

RWIIX performance across multiple time periods: 1-month -3.06%, YTD 9.26%, 1-year 13.16%, 3-year 8.83%, 5-year 4.31%.

RWIIX returns outperform the peer average of 4.44% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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