RWMCX Mutual Fund

RWMCX Mutual Fund

NAV$66.55
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Returns Overview

1 Month
-3.43%
3 Months
-1.22%
6 Months
+5.20%
YTD
+1.16%
1 Year
+8.07%
3 Years (annualized)
+17.58%
5 Years (annualized)
+11.69%
10 Years (annualized)
+12.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMCX 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)
+1.16%
Peer Avg (YTD)
+9.91%
vs Peers
-8.74%

RWMCX Mutual Fund Performance

RWMCX performance across multiple time periods: 1-month -3.43%, YTD 1.16%, 1-year 8.07%, 3-year 17.58%, 5-year 11.69%, 10-year 12.60%.

RWMCX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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