RWDNX Mutual Fund

RWDNX Mutual Fund

NAV$11.25
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Returns Overview

1 Month
+0.04%
3 Months
+1.83%
6 Months
+1.26%
YTD
+1.26%
1 Year
+4.35%
3 Years (annualized)
+4.50%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWDNX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+3.23%
vs Peers
-1.96%

RWDNX Mutual Fund Performance

RWDNX performance across multiple time periods: 1-month 0.04%, YTD 1.26%, 1-year 4.35%, 3-year 4.50%, 5-year -0.13%, 10-year 1.51%.

RWDNX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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