RWSNX Mutual Fund

NAV$18.73

Returns Overview

1 Month
-2.67%
3 Months
+6.56%
6 Months
+7.14%
YTD
+6.50%
1 Year
+12.54%
3 Years (annualized)
+3.48%
5 Years (annualized)
+2.16%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MS Category Avg-Tactical Allocation Index
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+3.47%
vs Peers
+3.03%

RWSNX Mutual Fund Performance

RWSNX performance across multiple time periods: 1-month -2.67%, YTD 6.50%, 1-year 12.54%, 3-year 3.48%, 5-year 2.16%.

RWSNX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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