RWGIX Mutual Fund

NAV$4.80

Returns Overview

1 Month
+0.81%
3 Months
-0.41%
6 Months
+2.55%
YTD
+0.61%
1 Year
+1.05%
3 Years
+21.55%
5 Years
+14.52%
10 Years
+16.08%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RWGIX 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)
+0.61%
Peer Avg (YTD)
+0.87%
vs Peers
-0.26%

RWGIX Mutual Fund Performance

RWGIX performance across multiple time periods: 1-month 0.81%, YTD 0.61%, 1-year 1.05%, 3-year 21.55%, 5-year 14.52%, 10-year 16.08%.

RWGIX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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