RWIFX Mutual Fund

RWIFX Mutual Fund

NAV$83.03
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Returns Overview

1 Month
-0.91%
3 Months
+4.68%
6 Months
+8.67%
YTD
+14.20%
1 Year
+26.44%
3 Years (annualized)
+18.60%
5 Years (annualized)
+10.74%
10 Years (annualized)
+11.67%

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
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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)
+14.20%
Peer Avg (YTD)
+9.42%
vs Peers
+4.78%

RWIFX Mutual Fund Performance

RWIFX performance across multiple time periods: 1-month -0.91%, YTD 14.20%, 1-year 26.44%, 3-year 18.60%, 5-year 10.74%, 10-year 11.67%.

RWIFX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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