RNBEX Mutual Fund

RNBEX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-3.03%
3 Months
-1.91%
6 Months
+3.09%
YTD
+2.66%
1 Year
+4.97%
3 Years (annualized)
+11.11%
5 Years (annualized)
+5.77%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNBEX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+4.96%
vs Peers
-2.30%

RNBEX Mutual Fund Performance

RNBEX performance across multiple time periods: 1-month -3.03%, YTD 2.66%, 1-year 4.97%, 3-year 11.11%, 5-year 5.77%, 10-year 6.55%.

RNBEX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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