RWGFX Mutual Fund

NAV$4.21

Returns Overview

1 Month
+0.69%
3 Months
+2.35%
6 Months
+3.81%
YTD
+3.32%
1 Year
+12.03%
3 Years
+22.55%
5 Years
+18.22%
10 Years
+32.04%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RWGFX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+8.82%
vs Peers
-5.50%

RWGFX Mutual Fund Performance

RWGFX performance across multiple time periods: 1-month 0.69%, YTD 3.32%, 1-year 12.03%, 3-year 22.55%, 5-year 18.22%, 10-year 32.04%.

RWGFX returns trail the peer average of 8.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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