RWMAX Mutual Fund

RWMAX Mutual Fund

NAV$66.35
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Returns Overview

1 Month
-3.48%
3 Months
-1.34%
6 Months
+4.95%
YTD
+0.81%
1 Year
+7.59%
3 Years (annualized)
+17.06%
5 Years (annualized)
+11.20%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMAX 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 Index(SPX)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+9.91%
vs Peers
-9.10%

RWMAX Mutual Fund Performance

RWMAX performance across multiple time periods: 1-month -3.48%, YTD 0.81%, 1-year 7.59%, 3-year 17.06%, 5-year 11.20%, 10-year 12.12%.

RWMAX returns trail the peer average of 9.91% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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