Aspiration Redwood Fund (REDWX)
The investment seeks to maximize total return, consisting of capital appreciation and current income. To achieve its investment objective, the fund invests in, or seeks exposure to, companies based on various financial factors, as well as fundamental sustainability factors such as the environmental, social, and governance performance of such companies. The equity securities in which the fund invests include, but are not limited to, dividend-paying securities, common stock, preferred stock, equity securities of REITS, shares of investment companies, convertible securities, warrants, and rights.
Fund Info
US04537W2026
Nov 16, 2015
$10
Large-Cap
Blend
Expense Ratio
REDWX has a high expense ratio of 2.50%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Aspiration Redwood Fund (REDWX) returned 1.78% year-to-date (YTD) and 1.09% over the past 12 months.
REDWX
1.78%
13.42%
-1.46%
1.09%
10.85%
13.32%
N/A
^GSPC (Benchmark)
-0.63%
13.31%
-1.23%
9.83%
14.42%
14.61%
10.64%
Monthly Returns
The table below presents the monthly returns of REDWX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.26% | -1.21% | -5.70% | 1.36% | 4.38% | 1.78% | |||||||
| 2024 | 0.18% | 5.12% | 2.49% | -5.97% | 5.88% | 0.72% | -0.83% | 1.17% | 0.33% | -1.10% | 6.31% | -5.80% | 7.91% |
| 2023 | 7.69% | -3.60% | 2.05% | 1.11% | 0.00% | 6.29% | 2.89% | -2.31% | -4.67% | -3.56% | 10.23% | 6.28% | 23.24% |
| 2022 | -8.43% | -1.37% | 1.77% | -7.38% | -0.13% | -8.38% | 9.00% | -4.97% | -7.91% | 7.29% | 6.00% | -5.69% | -20.30% |
| 2021 | -0.20% | 5.13% | 2.13% | 5.39% | 0.70% | 0.75% | 1.78% | 2.25% | -5.28% | 6.97% | 0.54% | 4.43% | 26.83% |
| 2020 | -2.59% | -9.29% | -20.48% | 17.97% | 6.60% | 3.10% | 4.84% | 4.22% | -1.37% | 0.31% | 11.66% | 5.39% | 15.89% |
| 2019 | 12.34% | 2.04% | 2.17% | 6.62% | -8.28% | 7.44% | 2.33% | -5.62% | 3.06% | 1.87% | 7.06% | 2.77% | 37.29% |
| 2018 | 4.56% | -2.45% | 0.31% | -1.02% | 3.71% | -0.23% | 3.82% | 1.47% | -1.23% | -8.44% | 4.49% | -12.36% | -8.57% |
| 2017 | 4.77% | 3.49% | 0.86% | 0.77% | 2.04% | 0.17% | 1.83% | 1.23% | 3.39% | 1.09% | 0.93% | 0.05% | 22.53% |
| 2016 | -9.07% | 0.12% | 6.30% | 3.02% | 2.51% | -0.00% | 5.92% | 1.25% | 2.86% | -3.70% | 6.05% | 1.70% | 17.07% |
| 2015 | 2.00% | -5.98% | -4.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of REDWX is 25, meaning it’s performing worse than 75% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Aspiration Redwood Fund (REDWX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Aspiration Redwood Fund provided a 7.42% dividend yield over the last twelve months, with an annual payout of $1.27 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.27 | $1.27 | $0.07 | $0.33 | $1.75 | $0.00 | $1.19 | $1.02 | $0.58 | $0.55 |
Dividend yield | 7.42% | 7.55% | 0.44% | 2.40% | 9.99% | 0.00% | 9.08% | 9.75% | 4.66% | 5.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Aspiration Redwood Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $1.27 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.75 | $1.75 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $1.19 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 | $1.02 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2016 | $0.55 | $0.55 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Aspiration Redwood Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Aspiration Redwood Fund was 41.09%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current Aspiration Redwood Fund drawdown is 5.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.09% | Jan 24, 2020 | 41 | Mar 23, 2020 | 114 | Sep 2, 2020 | 155 |
| -26.04% | Dec 30, 2021 | 190 | Sep 30, 2022 | 332 | Jan 29, 2024 | 522 |
| -22.88% | Aug 30, 2018 | 80 | Dec 24, 2018 | 70 | Apr 5, 2019 | 150 |
| -20.43% | Dec 2, 2015 | 49 | Feb 11, 2016 | 110 | Jul 20, 2016 | 159 |
| -18.91% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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