RCWEX Mutual Fund

RCWEX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
+1.18%
3 Months
-1.54%
6 Months
-2.56%
YTD
-2.87%
1 Year
-2.54%
3 Years (annualized)
+4.10%
5 Years (annualized)
-2.34%
10 Years (annualized)
+0.08%

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)
-2.87%
Peer Avg (YTD)
-0.97%
vs Peers
-1.91%

RCWEX Mutual Fund Performance

RCWEX performance across multiple time periods: 1-month 1.18%, YTD -2.87%, 1-year -2.54%, 3-year 4.10%, 5-year -2.34%, 10-year 0.08%.

RCWEX returns trail the peer average of -0.97% 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.