RWBEX Mutual Fund

RWBEX Mutual Fund

NAV$77.39
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Returns Overview

1 Month
-3.87%
3 Months
-3.28%
6 Months
+1.06%
YTD
+8.64%
1 Year
+12.02%
3 Years (annualized)
+20.15%
5 Years (annualized)
+8.78%
10 Years (annualized)
+10.61%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+8.05%
vs Peers
+0.59%

RWBEX Mutual Fund Performance

RWBEX performance across multiple time periods: 1-month -3.87%, YTD 8.64%, 1-year 12.02%, 3-year 20.15%, 5-year 8.78%, 10-year 10.61%.

RWBEX returns outperform the peer average of 8.05% 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.