RANEX Mutual Fund

RANEX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-3.06%
3 Months
-3.91%
6 Months
-4.17%
YTD
-5.03%
1 Year
-4.11%
3 Years (annualized)
+2.76%
5 Years (annualized)
-1.44%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RANEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-5.03%
Peer Avg (YTD)
+0.50%
vs Peers
-5.53%

RANEX Mutual Fund Performance

RANEX performance across multiple time periods: 1-month -3.06%, YTD -5.03%, 1-year -4.11%, 3-year 2.76%, 5-year -1.44%, 10-year 1.60%.

RANEX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

RANEX vs another fund shows side-by-side returns. RANEX alternatives are available in the Mutual Fund Screener.