RNBEX Mutual Fund

RNBEX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
+0.75%
3 Months
+1.35%
6 Months
+2.14%
YTD
+5.88%
1 Year
+9.81%
3 Years (annualized)
+11.11%
5 Years (annualized)
+5.77%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNBEX 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)
+5.88%
Peer Avg (YTD)
+6.28%
vs Peers
-0.41%

RNBEX Mutual Fund Performance

RNBEX performance across multiple time periods: 1-month 0.75%, YTD 5.88%, 1-year 9.81%, 3-year 11.11%, 5-year 5.77%, 10-year 6.55%.

RNBEX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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