RWSIX Mutual Fund

RWSIX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
+2.06%
3 Months
+2.12%
6 Months
+5.16%
YTD
+8.79%
1 Year
+16.11%
3 Years (annualized)
+2.82%
5 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWSIX 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
MS Category Avg-Tactical Allocation Index
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+2.39%
vs Peers
+6.41%

RWSIX Mutual Fund Performance

RWSIX performance across multiple time periods: 1-month 2.06%, YTD 8.79%, 1-year 16.11%, 3-year 2.82%, 5-year 3.11%.

RWSIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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