RWINX Mutual Fund

RWINX Mutual Fund

NAV$12.28
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Returns Overview

3 Months
+5.42%
YTD
+5.42%
1 Year
+1.93%
3 Years (annualized)
+3.49%
5 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWINX 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
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📉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 AC World Index ex USA Net
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+11.31%
vs Peers
-5.89%

RWINX Mutual Fund Performance

RWINX performance across multiple time periods: YTD 5.42%, 1-year 1.93%, 3-year 3.49%, 5-year 6.69%.

RWINX returns trail the peer average of 11.31% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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