RWMHX Mutual Fund

RWMHX Mutual Fund

NAV$69.16
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Returns Overview

1 Month
+4.06%
3 Months
+1.31%
6 Months
+2.43%
YTD
+5.71%
1 Year
+8.53%
3 Years (annualized)
+17.98%
5 Years (annualized)
+10.42%
10 Years (annualized)
+13.37%

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
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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)
+5.71%
Peer Avg (YTD)
+9.28%
vs Peers
-3.57%

RWMHX Mutual Fund Performance

RWMHX performance across multiple time periods: 1-month 4.06%, YTD 5.71%, 1-year 8.53%, 3-year 17.98%, 5-year 10.42%, 10-year 13.37%.

RWMHX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.41%, 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.