RWSIX Mutual Fund

RWSIX Mutual Fund

NAV$17.17
See how much of RWSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.96%
3 Months
+1.91%
6 Months
+4.07%
YTD
+10.87%
1 Year
+13.38%
3 Years (annualized)
+8.77%
5 Years (annualized)
+4.29%

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
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
MS Category Avg-Tactical Allocation Index
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+3.99%
vs Peers
+6.88%

RWSIX Mutual Fund Performance

RWSIX performance across multiple time periods: 1-month 1.96%, YTD 10.87%, 1-year 13.38%, 3-year 8.77%, 5-year 4.29%.

RWSIX returns outperform the peer average of 3.99% 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.