REDWX Mutual Fund

NAV$19.56

Returns Overview

1 Month
-1.88%
3 Months
+16.87%
6 Months
+6.47%
YTD
+6.29%
1 Year
+15.84%
3 Years (annualized)
+13.68%
5 Years (annualized)
+8.12%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REDWX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.29%
Peer Avg (YTD)
+9.51%
vs Peers
-3.22%

REDWX Mutual Fund Performance

REDWX performance across multiple time periods: 1-month -1.88%, YTD 6.29%, 1-year 15.84%, 3-year 13.68%, 5-year 8.12%, 10-year 13.22%.

REDWX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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