RCWBX Mutual Fund

RCWBX Mutual Fund

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Returns Overview

1 Month
+0.38%
3 Months
-1.11%
6 Months
-3.23%
YTD
-1.43%
1 Year
-1.07%
3 Years (annualized)
+2.46%
5 Years (annualized)
-3.09%
10 Years (annualized)
-0.57%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+0.20%
vs Peers
-1.64%

RCWBX Mutual Fund Performance

RCWBX performance across multiple time periods: 1-month 0.38%, YTD -1.43%, 1-year -1.07%, 3-year 2.46%, 5-year -3.09%, 10-year -0.57%.

RCWBX returns trail the peer average of 0.20% 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.