RWSIX Mutual Fund

RWSIX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
-2.81%
3 Months
+2.00%
6 Months
+8.80%
YTD
+8.73%
1 Year
+9.91%
3 Years (annualized)
+6.38%
5 Years (annualized)
+4.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWSIX 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
MS Category Avg-Tactical Allocation Index
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+5.40%
vs Peers
+3.33%

RWSIX Mutual Fund Performance

RWSIX performance across multiple time periods: 1-month -2.81%, YTD 8.73%, 1-year 9.91%, 3-year 6.38%, 5-year 4.34%.

RWSIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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