RWDIX vs. TUIFX
Compare and contrast key facts about Redwood Managed Volatility Fund (RWDIX) and Toews Unconstrained Income Fund (TUIFX).
RWDIX is managed by Redwood. It was launched on Dec 18, 2013. TUIFX is managed by Toews Funds. It was launched on Aug 27, 2013.
Performance
RWDIX vs. TUIFX - Performance Comparison
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RWDIX vs. TUIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWDIX Redwood Managed Volatility Fund | -1.05% | 4.75% | 6.63% | 1.04% | -11.18% | 0.52% | -1.93% | 9.04% | -2.60% | 7.31% |
TUIFX Toews Unconstrained Income Fund | 0.20% | 3.55% | 4.53% | 3.08% | -4.36% | -0.20% | 2.58% | 6.97% | -2.82% | 2.10% |
Returns By Period
In the year-to-date period, RWDIX achieves a -1.05% return, which is significantly lower than TUIFX's 0.20% return. Both investments have delivered pretty close results over the past 10 years, with RWDIX having a 2.03% annualized return and TUIFX not far behind at 2.02%.
RWDIX
- 1D
- 0.11%
- 1M
- -1.67%
- YTD
- -1.05%
- 6M
- 0.07%
- 1Y
- 2.84%
- 3Y*
- 3.23%
- 5Y*
- 0.01%
- 10Y*
- 2.03%
TUIFX
- 1D
- -0.02%
- 1M
- -0.56%
- YTD
- 0.20%
- 6M
- 0.40%
- 1Y
- 3.55%
- 3Y*
- 3.62%
- 5Y*
- 1.48%
- 10Y*
- 2.02%
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RWDIX vs. TUIFX - Expense Ratio Comparison
RWDIX has a 1.56% expense ratio, which is higher than TUIFX's 1.25% expense ratio.
Return for Risk
RWDIX vs. TUIFX — Risk / Return Rank
RWDIX
TUIFX
RWDIX vs. TUIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Redwood Managed Volatility Fund (RWDIX) and Toews Unconstrained Income Fund (TUIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| RWDIX | TUIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.64 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.45 | 2.47 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 4.19 | -3.24 |
Martin ratioReturn relative to average drawdown | 2.75 | 9.95 | -7.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RWDIX | TUIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.64 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.57 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.75 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.76 | -0.36 |
Correlation
The correlation between RWDIX and TUIFX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RWDIX vs. TUIFX - Dividend Comparison
RWDIX's dividend yield for the trailing twelve months is around 5.09%, more than TUIFX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWDIX Redwood Managed Volatility Fund | 5.09% | 4.90% | 5.82% | 7.60% | 0.47% | 6.36% | 5.42% | 3.59% | 2.59% | 5.52% | 5.14% | 1.17% |
TUIFX Toews Unconstrained Income Fund | 4.19% | 4.17% | 4.68% | 4.09% | 1.05% | 2.13% | 1.33% | 2.44% | 2.05% | 4.34% | 2.29% | 1.19% |
Drawdowns
RWDIX vs. TUIFX - Drawdown Comparison
The maximum RWDIX drawdown since its inception was -16.69%, which is greater than TUIFX's maximum drawdown of -7.37%. Use the drawdown chart below to compare losses from any high point for RWDIX and TUIFX.
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Drawdown Indicators
| RWDIX | TUIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.69% | -7.37% | -9.32% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -0.87% | -1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -16.10% | -7.37% | -8.73% |
Max Drawdown (10Y)Largest decline over 10 years | -16.69% | -7.37% | -9.32% |
Current DrawdownCurrent decline from peak | -2.79% | -0.67% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -4.47% | -2.10% | -2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.37% | +0.53% |
Volatility
RWDIX vs. TUIFX - Volatility Comparison
Redwood Managed Volatility Fund (RWDIX) has a higher volatility of 1.02% compared to Toews Unconstrained Income Fund (TUIFX) at 0.47%. This indicates that RWDIX's price experiences larger fluctuations and is considered to be riskier than TUIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWDIX | TUIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.02% | 0.47% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 1.52% | 1.25% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.53% | 2.17% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 2.62% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.32% | 2.70% | +1.62% |