RWIBX Mutual Fund

NAV$79.46

Returns Overview

1 Month
-0.31%
3 Months
+4.09%
6 Months
+7.26%
YTD
+11.77%
1 Year
+26.23%
3 Years (annualized)
+19.06%
5 Years (annualized)
+9.92%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWIBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+9.13%
vs Peers
+2.64%

RWIBX Mutual Fund Performance

RWIBX performance across multiple time periods: 1-month -0.31%, YTD 11.77%, 1-year 26.23%, 3-year 19.06%, 5-year 9.92%, 10-year 11.08%.

RWIBX 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.

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