RWMHX Mutual Fund

RWMHX Mutual Fund

NAV$69.26
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.44%
3 Months
+10.84%
6 Months
+7.38%
YTD
+6.72%
1 Year
+15.50%
3 Years (annualized)
+16.99%
5 Years (annualized)
+12.00%
10 Years (annualized)
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMHX 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)
+6.72%
Peer Avg (YTD)
+9.51%
vs Peers
-2.78%

RWMHX Mutual Fund Performance

RWMHX performance across multiple time periods: 1-month 1.44%, YTD 6.72%, 1-year 15.50%, 3-year 16.99%, 5-year 12.00%, 10-year 13.57%.

RWMHX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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