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Aspiration Redwood Fund: (MF: REDWX)

(NASDAQ Mutual Funds) As of May 1, 2026 05:12 PM ET

$18.01 USD

+0.04 (0.22%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -8.90 99
3 months -8.90 99
6 months -4.79 97
1 Year 11.64 74
3 Year 10.57 82
5 Year 6.22 87
10 Year 12.08 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2026

1 Year 11.64
5 Year 6.21
10 Year 12.08
Since Inception 10.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.90 NA NA NA
2025 -3.79 12.63 4.10 4.51
2024 7.93 0.27 0.66 -0.70
2023 5.93 7.46 -4.18 12.98
2022 -8.09 -15.25 -4.60 7.28
2021 7.15 6.92 -1.43 12.39

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.9017.908.1823.23-20.2826.9215.8937.31-8.4522.4917.09
% Total Return Rel to Index -3.45-0.31-16.83-3.00-2.07-1.75-2.505.82-4.060.705.15
% Total Return Rel to Peer -7.452.84-7.657.95-9.492.587.6811.67-0.895.085.77
% Perf Quintile vs Peer* 5.002.005.002.005.002.002.001.004.001.001.00
% Dividends 0.000.000.040.070.120.210.000.600.110.060.20
% Yield 0.000.000.000.000.831.090.004.200.960.471.79
Capital Gains ($) 0.002.211.230.000.211.530.000.590.900.510.34
Expense Ratio 0.001.300.770.620.500.500.500.500.500.500.00

* 1 = Top 20%, 5 = Bottom 20%