RWMIX Mutual Fund

RWMIX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
-0.22%
3 Months
-0.90%
6 Months
-3.24%
YTD
-1.37%
1 Year
+0.97%
3 Years (annualized)
+1.77%
5 Years (annualized)
-1.54%

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)
-1.37%
Peer Avg (YTD)
+0.15%
vs Peers
-1.52%

RWMIX Mutual Fund Performance

RWMIX performance across multiple time periods: 1-month -0.22%, YTD -1.37%, 1-year 0.97%, 3-year 1.77%, 5-year -1.54%.

RWMIX returns trail the peer average of 0.15% 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.