RNPEX Mutual Fund

RNPEX Mutual Fund

NAV$73.81
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Returns Overview

1 Month
-0.74%
3 Months
-0.24%
6 Months
+12.67%
YTD
+6.08%
1 Year
+9.25%
3 Years (annualized)
+17.25%
5 Years (annualized)
+7.43%
10 Years (annualized)
+13.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNPEX 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 All Country World Index
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+8.68%
vs Peers
-2.60%

RNPEX Mutual Fund Performance

RNPEX performance across multiple time periods: 1-month -0.74%, YTD 6.08%, 1-year 9.25%, 3-year 17.25%, 5-year 7.43%, 10-year 13.14%.

RNPEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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