RNWBX Mutual Fund

RNWBX Mutual Fund

NAV$99.51
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Returns Overview

1 Month
-1.15%
3 Months
-1.66%
6 Months
+16.09%
YTD
+12.43%
1 Year
+18.59%
3 Years (annualized)
+17.30%
5 Years (annualized)
+5.67%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNWBX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+12.43%
Peer Avg (YTD)
+20.48%
vs Peers
-8.05%

RNWBX Mutual Fund Performance

RNWBX performance across multiple time periods: 1-month -1.15%, YTD 12.43%, 1-year 18.59%, 3-year 17.30%, 5-year 5.67%, 10-year 9.50%.

RNWBX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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