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Redwood Managed Volatility Fund (RWDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.17+0.03 (+0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.90%
5-year average return-1.22%
Number of years up6
Number of years down4
Best 1-yr total return (5 May 2024)13.34%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return13.34%
Worst 3-yr total return-4.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRWDIXCategory
YTD0.71%1.90%
1-month-0.81%0.35%
3-month0.62%1.41%
1-year0.75%7.92%
3-year-3.28%3.65%
5-year-1.48%3.77%
10-year0.75%2.82%
Last bull market6.99%6.13%
Last bear market-6.89%-3.74%

Annual total return (%) history

Year
RWDIXCategory
2024
N/AN/A
2023
1.03%N/A
2022
-11.18%N/A
2021
0.53%N/A
2020
-1.95%3.44%
2019
9.04%6.69%
2018
-2.60%-1.17%
2017
7.30%4.06%
2016
13.34%5.28%
2015
-5.49%-1.41%
2014
2.11%1.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.53%N/AN/AN/A
20231.50%-2.05%-0.88%2.52%
2022-4.01%-6.89%-2.45%1.89%
2021-0.35%1.86%-0.47%-0.49%
2020-5.36%-1.75%2.20%3.18%
20193.25%2.50%0.34%2.69%
2018-1.50%0.21%1.57%-2.85%
20172.43%2.10%1.96%0.63%
20163.32%5.15%5.22%-0.85%
2015-0.42%-1.03%-0.33%-3.79%
20142.70%2.33%-1.65%-1.20%

Rank in category (by total return)

YTD48
1-month52
3-month40
1-year89
3-year91
5-year96

Load adjusted returns

1-year0.75%
3-year-3.28%
5-year-1.48%
10-year0.75%