RWBEX Mutual Fund

RWBEX Mutual Fund

NAV$81.34
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Returns Overview

1 Month
-0.97%
3 Months
+4.49%
6 Months
+8.25%
YTD
+13.68%
1 Year
+25.49%
3 Years (annualized)
+18.48%
5 Years (annualized)
+10.47%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWBEX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.68%
Peer Avg (YTD)
+9.42%
vs Peers
+4.26%

RWBEX Mutual Fund Performance

RWBEX performance across multiple time periods: 1-month -0.97%, YTD 13.68%, 1-year 25.49%, 3-year 18.48%, 5-year 10.47%, 10-year 11.18%.

RWBEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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