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Redwood Managed Volatility Fund (RWDYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.30+0.04 (+0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.88%
5-Year Average Return-1.31%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Apr 30, 2024)13.43%
Worst 1 Yr Total Return (Apr 30, 2024)N/A
Best 3-Yr Total Return13.43%
Worst 3-Yr Total Return-4.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRWDYXCategory
YTD1.51%1.90%
1-Month1.15%0.35%
3-Month1.51%1.41%
1-Year1.05%7.92%
3-Year-2.71%3.65%
5-Year-0.95%3.77%
10-Year0.98%2.82%
Last Bull Market4.61%6.13%
Last Bear Market-6.89%-3.74%

Annual Total Return (%) History

Year
RWDYXCategory
2024
N/AN/A
2023
1.10%N/A
2022
-11.05%N/A
2021
0.66%N/A
2020
-1.87%3.44%
2019
9.26%6.69%
2018
-2.59%-1.17%
2017
7.27%4.06%
2016
13.43%5.28%
2015
-5.34%-1.41%
2014
2.38%1.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.51%N/AN/AN/A
20231.57%-2.02%-0.87%2.49%
2022-3.97%-6.89%-2.42%1.95%
2021-0.21%1.84%-0.40%-0.56%
2020-5.38%-1.67%2.18%3.22%
20193.37%2.48%0.40%2.73%
2018-1.49%0.21%1.56%-2.83%
20172.42%2.09%1.95%0.63%
20163.30%5.20%5.19%-0.78%
2015-0.42%-0.89%-0.32%-3.78%
20142.70%2.39%-1.52%-1.13%

Rank In Category (By Total Return)

YTD44
1-Month21
3-Month44
1-Year95
3-Year94
5-Year96

Load Adjusted Returns

1-Year1.05%
3-Year-2.71%
5-Year-0.95%
10-Year0.98%