RDWBX Mutual Fund

NAV$15.93

Returns Overview

1 Month
-1.02%
3 Months
+17.04%
6 Months
+17.89%
YTD
+15.45%
1 Year
+33.62%
3 Years (annualized)
+18.11%
5 Years (annualized)
+4.62%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDWBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+23.08%
vs Peers
-7.63%

RDWBX Mutual Fund Performance

RDWBX performance across multiple time periods: 1-month -1.02%, YTD 15.45%, 1-year 33.62%, 3-year 18.11%, 5-year 4.62%, 10-year 6.98%.

RDWBX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

RDWBX performance comparison shows side-by-side returns with another fund. RDWBX alternatives are available in the Mutual Fund Screener.