RCWAX Mutual Fund

RCWAX Mutual Fund

NAV$15.67
See how much of RCWAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.64%
3 Months
-1.22%
6 Months
-2.75%
YTD
-1.85%
1 Year
+0.23%
3 Years (annualized)
+1.75%
5 Years (annualized)
-3.21%
10 Years (annualized)
-0.61%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.85%
Peer Avg (YTD)
+0.25%
vs Peers
-2.09%

RCWAX Mutual Fund Performance

RCWAX performance across multiple time periods: 1-month -0.64%, YTD -1.85%, 1-year 0.23%, 3-year 1.75%, 5-year -3.21%, 10-year -0.61%.

RCWAX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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