RWIFX Mutual Fund

NAV$83.19

Returns Overview

1 Month
-0.24%
3 Months
+16.70%
6 Months
+15.24%
YTD
+13.86%
1 Year
+27.56%
3 Years (annualized)
+20.22%
5 Years (annualized)
+10.94%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWIFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.86%
Peer Avg (YTD)
+9.13%
vs Peers
+4.73%

RWIFX Mutual Fund Performance

RWIFX performance across multiple time periods: 1-month -0.24%, YTD 13.86%, 1-year 27.56%, 3-year 20.22%, 5-year 10.94%, 10-year 12.23%.

RWIFX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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