RWGFX Mutual Fund

NAV$4.12

Returns Overview

1 Month
+0.71%
3 Months
-0.48%
6 Months
+2.48%
YTD
+0.71%
1 Year
+0.77%
3 Years
+22.72%
5 Years
+20.97%
10 Years
+32.32%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RWGFX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+0.87%
vs Peers
-0.16%

RWGFX Mutual Fund Performance

RWGFX performance across multiple time periods: 1-month 0.71%, YTD 0.71%, 1-year 0.77%, 3-year 22.72%, 5-year 20.97%, 10-year 32.32%.

RWGFX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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