RCWEX Mutual Fund

RCWEX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
-0.57%
3 Months
-1.04%
6 Months
-2.31%
YTD
-1.36%
1 Year
+1.02%
3 Years (annualized)
+2.52%
5 Years (annualized)
-2.49%
10 Years (annualized)
+0.15%

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)
-1.36%
Peer Avg (YTD)
+0.25%
vs Peers
-1.61%

RCWEX Mutual Fund Performance

RCWEX performance across multiple time periods: 1-month -0.57%, YTD -1.36%, 1-year 1.02%, 3-year 2.52%, 5-year -2.49%, 10-year 0.15%.

RCWEX returns trail the peer average of 0.25% 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.