Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWCEX (RWC Global Emerging Equity Fund Institut) | 12.15% | 39.39% | 17.31% | 1.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWCEX (RWC Global Emerging Equity Fund Institut) | 01/03/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 39.39 | 17.31 | 1.34 | NA | NA | NA | … | … | 12.15 | 41.19 | -1.85 | 5.59 | -24.47 | -5.10 | 34.63 | 23.99 | -27.36 | 41.20 |
| Sharpe Ratio | NA | 1.94 | 0.76 | -0.04 | NA | NA | NA | … | … | 1.17 | 2.08 | -0.31 | 0.10 | -0.97 | -0.28 | 1.06 | 1.46 | -1.57 | 3.73 |
| Standard Deviation(%) | NA | 19.06 | 19.03 | 20.70 | NA | NA | NA | … | … | 23.90 | 18.82 | 17.91 | 18.60 | 26.85 | 18.19 | 32.31 | 15.42 | 18.41 | 10.98 |
| Draw Down(%) | NA | 14.62 | 21.41 | 43.04 | NA | NA | NA | … | … | 14.62 | 17.97 | 15.23 | 17.89 | 35.21 | 20.25 | 37.19 | 13.92 | 35.03 | 5.56 |
| Yield(%) | 0.00 | 1.18 | 1.11 | 2.83 | 2.91 | 1.94 | 1.45 | … | … | 0.00 | 1.33 | 1.24 | 0.70 | 0.40 | 12.85 | 0.32 | 0.61 | 0.10 | 2.04 |
Data as of 06/04/2026, Common starting date is 01/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWCEX (RWC Global Emerging Equity Fund Institut) |
-11.21%
Feb 2021 – Feb 2024 |
-4.41%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWCEX (RWC Global Emerging Equity Fund Institut) |
18.61%
May 2023 – May 2026 |
8.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart