- ISIN
- US04537W2026
- Issuer
- Aspiration Funds
- Inception Date
- Nov 16, 2015
- Category
- Large Cap Blend Equities
- Min. Investment
- $10
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
REDWX Performance Chart
Aspiration Redwood Fund (REDWX) is up 6.8% since the beginning of the year. REDWX is currently trading at $19 per share. Investors who bought $1,000 worth of REDWX shares 5 years ago would now be looking at an investment worth $1,526.
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Returns By Period
Aspiration Redwood Fund (REDWX) has returned 6.75% so far this year and 20.73% over the past 12 months. Over the last ten years, REDWX has had an annualized return of 13.37%, just under the S&P 500 Index benchmark’s 13.88%.
Aspiration Redwood Fund
- 1D
- 1.29%
- 1M
- 0.75%
- YTD
- 6.75%
- 6M
- 6.21%
- 1Y
- 20.73%
- 3Y*
- 14.40%
- 5Y*
- 8.82%
- 10Y*
- 13.37%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
REDWX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, REDWX's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, an investment would double in approximately 5.0 years.
Historically, 70% of months were positive and 30% were negative. The best month was Apr 2020 with a return of +18.0%, while the worst month was Mar 2020 at -20.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.
On a daily basis, REDWX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -13.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.62% | -2.17% | -6.30% | 11.89% | 6.46% | -1.62% | 6.75% | ||||||
| 2025 | 3.26% | -1.21% | -5.70% | 1.36% | 5.11% | 5.73% | 1.31% | 1.62% | 1.12% | 2.68% | 0.82% | 1.09% | 18.06% |
| 2024 | 0.18% | 5.12% | 2.49% | -5.97% | 5.88% | 0.72% | -0.83% | 1.17% | 0.33% | 0.88% | 3.69% | -5.31% | 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% |
Benchmark Metrics
Aspiration Redwood Fund has an annualized alpha of -0.93%, beta of 1.06, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.
- This fund participated in 107.46% of S&P 500 Index downside but only 104.33% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.06 and R2 of 0.89, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.93%
- Beta
- 1.06
- R²
- 0.89
- Upside Capture
- 104.33%
- Downside Capture
- 107.46%
Expense Ratio
REDWX has a high expense ratio of 2.50%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
REDWX ranks 29 for risk / return — below 29% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Aspiration Redwood Fund (REDWX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REDWX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.78 | -1.25 |
| Martin ratioReturn relative to average drawdown | 5.72 | 12.44 | -6.72 |
Dividends
Dividend History
Aspiration Redwood Fund provided a 11.79% dividend yield over the last twelve months, with an annual payout of $2.22 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.22 | $2.22 | $1.27 | $0.07 | $0.33 | $1.75 | $0.00 | $1.19 | $1.02 | $0.58 | $0.55 |
Dividend yield | 11.79% | 12.59% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.22 | $2.22 |
| 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 |
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 2.08%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -41.09%Mar 2020 | 1mo 29d | 5mo 13d | 7mo 12dJan 2020 - Sep 2020 |
Bear market2022 | -26.04%Oct 2022 | 9mo 16d | 1y 3mo | 2y 1moDec 2021 - Jan 2024 |
Rate-hike selloffLate 2018 | -22.88%Dec 2018 | 3mo 26d | 3mo 12d | 7mo 8dAug 2018 - Apr 2019 |
2025 selloff2025 | -18.23%Apr 2025 | 4mo | 2mo 17d | 6mo 17dDec 2024 - Jun 2025 |
2016 correction2016 | -13.62%Feb 2016 | 1mo 6d | 2mo 2d | 3mo 8dJan 2016 - Apr 2016 |
Drawdown Indicators
| REDWX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.09% | -56.78% | +15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -13.47% | -9.10% | -4.37% |
Max Drawdown (3Y)Largest decline over 3 years | -18.23% | -18.90% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -25.43% | -0.61% |
Max Drawdown (10Y)Largest decline over 10 years | -41.09% | -33.92% | -7.17% |
Current DrawdownCurrent decline from peak | -2.08% | -1.80% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -5.56% | -10.71% | +5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.03% | +1.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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