RWDYX Mutual Fund

RWDYX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
+0.28%
3 Months
-1.14%
6 Months
-1.22%
YTD
-0.30%
1 Year
+0.73%
3 Years (annualized)
+5.51%
5 Years (annualized)
+0.06%
10 Years (annualized)
+0.92%

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
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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)
-0.30%
Peer Avg (YTD)
+1.93%
vs Peers
-2.22%

RWDYX Mutual Fund Performance

RWDYX performance across multiple time periods: 1-month 0.28%, YTD -0.30%, 1-year 0.73%, 3-year 5.51%, 5-year 0.06%, 10-year 0.92%.

RWDYX returns trail the peer average of 1.93% 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.