RDWFX Mutual Fund

NAV$15.62

Returns Overview

1 Month
-4.05%
3 Months
+1.03%
6 Months
+4.97%
YTD
+9.92%
1 Year
+35.03%
3 Years (annualized)
+19.30%
5 Years (annualized)
+5.71%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDWFX 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)
+9.92%
Peer Avg (YTD)
+23.08%
vs Peers
-13.15%

RDWFX Mutual Fund Performance

RDWFX performance across multiple time periods: 1-month -4.05%, YTD 9.92%, 1-year 35.03%, 3-year 19.30%, 5-year 5.71%, 10-year 8.10%.

RDWFX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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