RWMIX Mutual Fund

RWMIX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-1.86%
3 Months
-1.13%
6 Months
-1.69%
YTD
-1.16%
1 Year
+1.36%
3 Years (annualized)
+1.38%
5 Years (annualized)
-1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMIX 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
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📉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
Bloomberg Barclays US Municipal Bond Index
This Mutual Fund (YTD)
-1.16%
Peer Avg (YTD)
+0.23%
vs Peers
-1.39%

RWMIX Mutual Fund Performance

RWMIX performance across multiple time periods: 1-month -1.86%, YTD -1.16%, 1-year 1.36%, 3-year 1.38%, 5-year -1.61%.

RWMIX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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