RNBEX Mutual Fund

NAV$14.93

Returns Overview

1 Month
+0.20%
3 Months
+5.10%
6 Months
+4.96%
YTD
+4.66%
1 Year
+10.81%
3 Years (annualized)
+10.74%
5 Years (annualized)
+5.86%
10 Years (annualized)
+6.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+5.87%
vs Peers
-1.20%

RNBEX Mutual Fund Performance

RNBEX performance across multiple time periods: 1-month 0.20%, YTD 4.66%, 1-year 10.81%, 3-year 10.74%, 5-year 5.86%, 10-year 6.59%.

RNBEX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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