RWBEX Mutual Fund

RWBEX Mutual Fund

NAV$80.47
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Returns Overview

1 Month
-1.36%
3 Months
-0.37%
6 Months
+16.06%
YTD
+13.01%
1 Year
+19.22%
3 Years (annualized)
+20.36%
5 Years (annualized)
+10.44%
10 Years (annualized)
+11.37%

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)
+13.01%
Peer Avg (YTD)
+9.29%
vs Peers
+3.72%

RWBEX Mutual Fund Performance

RWBEX performance across multiple time periods: 1-month -1.36%, YTD 13.01%, 1-year 19.22%, 3-year 20.36%, 5-year 10.44%, 10-year 11.37%.

RWBEX returns outperform the peer average of 9.29% 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.