RCWEX Mutual Fund

RCWEX Mutual Fund

NAV$15.19
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Returns Overview

1 Month
+0.44%
3 Months
-0.85%
6 Months
-2.88%
YTD
-0.92%
1 Year
-0.31%
3 Years (annualized)
+3.25%
5 Years (annualized)
-2.35%
10 Years (annualized)
+0.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCWEX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
+0.20%
vs Peers
-1.13%

RCWEX Mutual Fund Performance

RCWEX performance across multiple time periods: 1-month 0.44%, YTD -0.92%, 1-year -0.31%, 3-year 3.25%, 5-year -2.35%, 10-year 0.19%.

RCWEX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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