RCWAX Mutual Fund

RCWAX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
+1.13%
3 Months
-1.68%
6 Months
-2.87%
YTD
-3.49%
1 Year
-3.22%
3 Years (annualized)
+3.34%
5 Years (annualized)
-3.06%
10 Years (annualized)
-0.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCWAX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-3.49%
Peer Avg (YTD)
-0.81%
vs Peers
-2.68%

RCWAX Mutual Fund Performance

RCWAX performance across multiple time periods: 1-month 1.13%, YTD -3.49%, 1-year -3.22%, 3-year 3.34%, 5-year -3.06%, 10-year -0.65%.

RCWAX returns trail the peer average of -0.81% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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