RCWBX Mutual Fund

RCWBX Mutual Fund

NAV$15.78
See how much of RCWBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.64%
3 Months
-1.24%
6 Months
-2.71%
YTD
-1.81%
1 Year
+0.21%
3 Years (annualized)
+1.73%
5 Years (annualized)
-3.30%
10 Years (annualized)
-0.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCWBX 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)
-1.81%
Peer Avg (YTD)
+0.25%
vs Peers
-2.06%

RCWBX Mutual Fund Performance

RCWBX performance across multiple time periods: 1-month -0.64%, YTD -1.81%, 1-year 0.21%, 3-year 1.73%, 5-year -3.30%, 10-year -0.67%.

RCWBX 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.

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