RWIBX Mutual Fund

RWIBX Mutual Fund

NAV$76.82
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Returns Overview

1 Month
-3.89%
3 Months
-3.35%
6 Months
+0.90%
YTD
+8.38%
1 Year
+11.70%
3 Years (annualized)
+19.82%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWIBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+8.05%
vs Peers
+0.32%

RWIBX Mutual Fund Performance

RWIBX performance across multiple time periods: 1-month -3.89%, YTD 8.38%, 1-year 11.70%, 3-year 19.82%, 5-year 8.47%, 10-year 10.30%.

RWIBX returns outperform the peer average of 8.05% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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