RWEBX Mutual Fund

RWEBX Mutual Fund

NAV$68.58
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Returns Overview

1 Month
+1.52%
3 Months
+4.87%
6 Months
+6.83%
YTD
+8.01%
1 Year
+15.45%
3 Years (annualized)
+15.66%
5 Years (annualized)
+11.32%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWEBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+9.41%
vs Peers
-1.40%

RWEBX Mutual Fund Performance

RWEBX performance across multiple time periods: 1-month 1.52%, YTD 8.01%, 1-year 15.45%, 3-year 15.66%, 5-year 11.32%, 10-year 12.37%.

RWEBX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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