RNCAX Mutual Fund

RNCAX Mutual Fund

NAV$14.34
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Returns Overview

1 Month
-3.06%
3 Months
-1.99%
6 Months
+2.98%
YTD
+2.42%
1 Year
+4.71%
3 Years (annualized)
+10.81%
5 Years (annualized)
+5.48%
10 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNCAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+4.96%
vs Peers
-2.54%

RNCAX Mutual Fund Performance

RNCAX performance across multiple time periods: 1-month -3.06%, YTD 2.42%, 1-year 4.71%, 3-year 10.81%, 5-year 5.48%, 10-year 6.25%.

RNCAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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