RWCEX Mutual Fund

NAV$15.44

Returns Overview

1 Month
-5.08%
3 Months
+3.79%
6 Months
+5.80%
YTD
+3.79%
1 Year
+27.38%
3 Years (annualized)
+14.57%
5 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWCEX 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)
+3.79%
Peer Avg (YTD)
+23.08%
vs Peers
-19.28%

RWCEX Mutual Fund Performance

RWCEX performance across multiple time periods: 1-month -5.08%, YTD 3.79%, 1-year 27.38%, 3-year 14.57%, 5-year 0.80%.

RWCEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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