RWMCX Mutual Fund

NAV$68.23

Returns Overview

1 Month
+1.41%
3 Months
+10.72%
6 Months
+7.12%
YTD
+6.47%
1 Year
+14.94%
3 Years (annualized)
+16.41%
5 Years (annualized)
+11.44%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWMCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+9.51%
vs Peers
-3.04%

RWMCX Mutual Fund Performance

RWMCX performance across multiple time periods: 1-month 1.41%, YTD 6.47%, 1-year 14.94%, 3-year 16.41%, 5-year 11.44%, 10-year 12.61%.

RWMCX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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