RANCX Mutual Fund

RANCX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
+2.68%
3 Months
-0.11%
6 Months
-1.55%
YTD
-2.61%
1 Year
-2.16%
3 Years (annualized)
+3.86%
5 Years (annualized)
-1.56%
10 Years (annualized)
+1.22%

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)
-2.61%
Peer Avg (YTD)
+2.28%
vs Peers
-4.90%

RANCX Mutual Fund Performance

RANCX performance across multiple time periods: 1-month 2.68%, YTD -2.61%, 1-year -2.16%, 3-year 3.86%, 5-year -1.56%, 10-year 1.22%.

RANCX returns trail the peer average of 2.28% 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.