RANCX Mutual Fund

RANCX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+0.34%
3 Months
-1.33%
6 Months
-3.83%
YTD
-2.18%
1 Year
-0.83%
3 Years (annualized)
+2.43%
5 Years (annualized)
-1.73%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RANCX 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)
-2.18%
Peer Avg (YTD)
+2.15%
vs Peers
-4.33%

RANCX Mutual Fund Performance

RANCX performance across multiple time periods: 1-month 0.34%, YTD -2.18%, 1-year -0.83%, 3-year 2.43%, 5-year -1.73%, 10-year 1.31%.

RANCX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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