RWSNX Mutual Fund

RWSNX Mutual Fund

NAV$18.82
See how much of RWSNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.07%
3 Months
+2.07%
6 Months
+5.07%
YTD
+8.71%
1 Year
+16.14%
3 Years (annualized)
+4.71%
5 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWSNX 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)
+8.71%
Peer Avg (YTD)
+2.39%
vs Peers
+6.32%

RWSNX Mutual Fund Performance

RWSNX performance across multiple time periods: 1-month 2.07%, YTD 8.71%, 1-year 16.14%, 3-year 4.71%, 5-year 4.14%.

RWSNX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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