RWMCX

Mutual fund

$66.65 -$0.22 (-0.33%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $60.70High $68.77

Has RWMCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RWMCX returned +11.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RWMCX
+11.1%
S&P 500
+16.6%
Largest decline 
RWMCX
8.4%
S&P 500
8.9%
Risk-adjusted return 
RWMCX
0.71
S&P 500
0.97
Downside risk-adjusted return 
RWMCX
1.04
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRWMCXS&P 500
1 month +1.4% +0.6%
3 months +0.8% +3.4%
Year to date +8.5% +13.3%
1 year +11.1% +16.6%
3 years (annualized) +18.4% +23.1%

Volatility (1-year, annualized): 10.1% · Largest decline (max drawdown, since Oct 2021): 18.9%

How are your investments doing?

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