RDWAX Mutual Fund

NAV$15.43

Returns Overview

1 Month
-4.10%
3 Months
+0.98%
6 Months
+4.97%
YTD
+9.82%
1 Year
+33.59%
3 Years (annualized)
+18.09%
5 Years (annualized)
+4.61%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDWAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+23.08%
vs Peers
-13.25%

RDWAX Mutual Fund Performance

RDWAX performance across multiple time periods: 1-month -4.10%, YTD 9.82%, 1-year 33.59%, 3-year 18.09%, 5-year 4.61%, 10-year 6.97%.

RDWAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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