RWCIX Mutual Fund

RWCIX Mutual Fund

NAV$15.61

Returns Overview

1 Month
-1.70%
3 Months
-5.35%
6 Months
-6.00%
YTD
+3.94%
1 Year
+22.28%
3 Years (annualized)
+10.58%
5 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWCIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+17.66%
vs Peers
-13.72%

RWCIX Mutual Fund Performance

RWCIX performance across multiple time periods: 1-month -1.70%, YTD 3.94%, 1-year 22.28%, 3-year 10.58%, 5-year 1.62%.

RWCIX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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