RWMHX

Mutual fund

$67.47 -$0.22 (-0.33%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $61.40High $69.65

Has RWMHX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RWMHX returned +11.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RWMHX
+11.7%
S&P 500
+16.6%
Largest decline 
RWMHX
8.4%
S&P 500
8.9%
Risk-adjusted return 
RWMHX
0.76
S&P 500
0.97
Downside risk-adjusted return 
RWMHX
1.12
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

PeriodRWMHXS&P 500
1 month +1.5% +0.6%
3 months +0.9% +3.4%
Year to date +9.0% +13.3%
1 year +11.7% +16.6%
3 years (annualized) +19.0% +23.1%

Volatility (1-year, annualized): 10.1% · Largest decline (max drawdown, since Oct 2021): 18.6%

How are your investments doing?

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