RWMBX Mutual Fund

NAV$66.19

Returns Overview

1 Month
+1.36%
3 Months
+10.59%
6 Months
+6.88%
YTD
+6.23%
1 Year
+14.42%
3 Years (annualized)
+15.89%
5 Years (annualized)
+10.94%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+9.51%
vs Peers
-3.28%

RWMBX Mutual Fund Performance

RWMBX performance across multiple time periods: 1-month 1.36%, YTD 6.23%, 1-year 14.42%, 3-year 15.89%, 5-year 10.94%, 10-year 12.15%.

RWMBX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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