RWMFX Mutual Fund

RWMFX Mutual Fund

NAV$67.05
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Returns Overview

1 Month
+0.81%
3 Months
+3.90%
6 Months
+6.92%
YTD
+9.35%
1 Year
+14.70%
3 Years (annualized)
+18.29%
5 Years (annualized)
+12.36%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+11.21%
vs Peers
-1.87%

RWMFX Mutual Fund Performance

RWMFX performance across multiple time periods: 1-month 0.81%, YTD 9.35%, 1-year 14.70%, 3-year 18.29%, 5-year 12.36%, 10-year 13.27%.

RWMFX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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