RCWAX Mutual Fund

NAV$15.74

Returns Overview

1 Month
-0.83%
3 Months
+0.81%
6 Months
-1.40%
YTD
-1.22%
1 Year
-1.16%
3 Years (annualized)
+2.26%
5 Years (annualized)
-2.94%
10 Years (annualized)
-0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCWAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.22%
Peer Avg (YTD)
+0.99%
vs Peers
-2.21%

RCWAX Mutual Fund Performance

RCWAX performance across multiple time periods: 1-month -0.83%, YTD -1.22%, 1-year -1.16%, 3-year 2.26%, 5-year -2.94%, 10-year -0.51%.

RCWAX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

RCWAX performance comparison shows side-by-side returns with another fund. RCWAX alternatives are available in the Mutual Fund Screener.