RWIAX Mutual Fund

NAV$81.54

Returns Overview

1 Month
-0.32%
3 Months
+16.39%
6 Months
+14.64%
YTD
+13.28%
1 Year
+26.23%
3 Years (annualized)
+19.07%
5 Years (annualized)
+9.93%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWIAX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.28%
Peer Avg (YTD)
+9.13%
vs Peers
+4.15%

RWIAX Mutual Fund Performance

RWIAX performance across multiple time periods: 1-month -0.32%, YTD 13.28%, 1-year 26.23%, 3-year 19.07%, 5-year 9.93%, 10-year 11.08%.

RWIAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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