RWMGX Mutual Fund

RWMGX Mutual Fund

NAV$67.14
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Returns Overview

1 Month
+0.79%
3 Months
+3.91%
6 Months
+2.93%
YTD
+10.05%
1 Year
+14.74%
3 Years (annualized)
+16.03%
5 Years (annualized)
+11.08%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMGX 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
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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)
+10.05%
Peer Avg (YTD)
+11.21%
vs Peers
-1.16%

RWMGX Mutual Fund Performance

RWMGX performance across multiple time periods: 1-month 0.79%, YTD 10.05%, 1-year 14.74%, 3-year 16.03%, 5-year 11.08%, 10-year 12.97%.

RWMGX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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