RWCIX Mutual Fund

NAV$14.91

Returns Overview

1 Month
-5.09%
3 Months
+3.80%
6 Months
+5.74%
YTD
+3.73%
1 Year
+27.27%
3 Years (annualized)
+14.32%
5 Years (annualized)
+0.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWCIX 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)
+3.73%
Peer Avg (YTD)
+23.08%
vs Peers
-19.34%

RWCIX Mutual Fund Performance

RWCIX performance across multiple time periods: 1-month -5.09%, YTD 3.73%, 1-year 27.27%, 3-year 14.32%, 5-year 0.65%.

RWCIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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