RWMIX Mutual Fund

RWMIX Mutual Fund

NAV$12.17
See how much of RWMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.85%
3 Months
-5.84%
6 Months
-5.18%
YTD
-5.17%
1 Year
-4.30%
3 Years (annualized)
+1.77%
5 Years (annualized)
-1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMIX 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
Bloomberg Barclays US Municipal Bond Index
This Mutual Fund (YTD)
-5.17%
Peer Avg (YTD)
-3.84%
vs Peers
-1.33%

RWMIX Mutual Fund Performance

RWMIX performance across multiple time periods: 1-month -3.85%, YTD -5.17%, 1-year -4.30%, 3-year 1.77%, 5-year -1.54%.

RWMIX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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