RWDYX Mutual Fund

RWDYX Mutual Fund

NAV$11.20
See how much of RWDYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.54%
3 Months
-0.08%
6 Months
+0.50%
YTD
+0.85%
1 Year
+3.72%
3 Years (annualized)
+4.25%
5 Years (annualized)
+0.09%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWDYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+0.12%
vs Peers
+0.73%

RWDYX Mutual Fund Performance

RWDYX performance across multiple time periods: 1-month -0.54%, YTD 0.85%, 1-year 3.72%, 3-year 4.25%, 5-year 0.09%, 10-year 1.51%.

RWDYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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