RWSNX Mutual Fund

RWSNX Mutual Fund

NAV$18.04
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Returns Overview

1 Month
+1.87%
3 Months
+1.70%
6 Months
+3.81%
YTD
+10.55%
1 Year
+13.13%
3 Years (annualized)
+8.95%
5 Years (annualized)
+4.29%

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
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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)
+10.55%
Peer Avg (YTD)
+3.99%
vs Peers
+6.57%

RWSNX Mutual Fund Performance

RWSNX performance across multiple time periods: 1-month 1.87%, YTD 10.55%, 1-year 13.13%, 3-year 8.95%, 5-year 4.29%.

RWSNX returns outperform the peer average of 3.99% 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.