RWSIX Mutual Fund

NAV$17.21

Returns Overview

1 Month
+1.47%
3 Months
+2.93%
6 Months
+3.86%
YTD
+8.10%
1 Year
+12.54%
3 Years (annualized)
+3.24%
5 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWSIX 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
MS Category Avg-Tactical Allocation Index
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+3.47%
vs Peers
+4.63%

RWSIX Mutual Fund Performance

RWSIX performance across multiple time periods: 1-month 1.47%, YTD 8.10%, 1-year 12.54%, 3-year 3.24%, 5-year 2.67%.

RWSIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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