Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWCIX (RWC Global Emerging Equity Fund Shares) | 6.50% | 31.11% | 15.15% | 0.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWCIX (RWC Global Emerging Equity Fund Shares) | 09/11/2017 | 06/05/2026 |
| 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 (%) | -4.41 | 31.11 | 15.15 | 0.35 | NA | NA | NA | … | … | 6.50 | 40.88 | -2.10 | 5.49 | -24.52 | -5.19 | 34.48 | 23.80 | -27.36 | 6.73 |
| Sharpe Ratio | NA | 1.93 | 0.75 | -0.05 | NA | NA | NA | … | … | 1.16 | 2.06 | -0.32 | 0.10 | -0.97 | -0.29 | 1.06 | 1.45 | -1.56 | 2.00 |
| Standard Deviation(%) | NA | 19.11 | 19.03 | 20.69 | NA | NA | NA | … | … | 24.02 | 18.79 | 17.91 | 18.60 | 26.83 | 18.26 | 32.28 | 15.45 | 18.44 | 11.46 |
| Draw Down(%) | NA | 14.65 | 21.51 | 43.11 | NA | NA | NA | … | … | 14.65 | 18.08 | 15.25 | 17.92 | 35.26 | 20.27 | 37.17 | 13.93 | 35.10 | 5.42 |
| Yield(%) | 0.00 | 0.98 | 0.95 | 2.78 | 2.03 | 1.35 | 1.01 | … | … | 0.00 | 1.11 | 1.09 | 0.61 | 0.32 | 12.78 | 0.23 | 0.52 | 0.05 | 0.37 |
Data as of 06/05/2026, Common starting date is 09/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWCIX (RWC Global Emerging Equity Fund Shares) |
-11.36%
Feb 2021 – Feb 2024 |
-4.71%
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 |
|---|---|---|---|---|
| RWCIX (RWC Global Emerging Equity Fund Shares) |
18.40%
May 2023 – May 2026 |
8.03%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart