RWMEX Mutual Fund

RWMEX Mutual Fund

NAV$68.29
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Returns Overview

1 Month
+1.57%
3 Months
+4.99%
6 Months
+7.06%
YTD
+8.30%
1 Year
+15.98%
3 Years (annualized)
+16.19%
5 Years (annualized)
+11.82%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMEX 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)
+8.30%
Peer Avg (YTD)
+9.41%
vs Peers
-1.11%

RWMEX Mutual Fund Performance

RWMEX performance across multiple time periods: 1-month 1.57%, YTD 8.30%, 1-year 15.98%, 3-year 16.19%, 5-year 11.82%, 10-year 12.83%.

RWMEX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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