RWMGX Mutual Fund

RWMGX Mutual Fund

NAV$69.02
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Returns Overview

1 Month
+1.60%
3 Months
+5.09%
6 Months
+7.26%
YTD
+8.52%
1 Year
+16.39%
3 Years (annualized)
+17.43%
5 Years (annualized)
+12.71%
10 Years (annualized)
+13.60%

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
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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)
+8.52%
Peer Avg (YTD)
+9.41%
vs Peers
-0.89%

RWMGX Mutual Fund Performance

RWMGX performance across multiple time periods: 1-month 1.60%, YTD 8.52%, 1-year 16.39%, 3-year 17.43%, 5-year 12.71%, 10-year 13.60%.

RWMGX returns trail the peer average of 9.41% 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.