RNCIX Mutual Fund

NAV$7.92

Returns Overview

1 Month
+2.79%
3 Months
+6.30%
6 Months
+8.26%
YTD
+7.54%
1 Year
+11.39%
3 Years (annualized)
+12.54%
5 Years (annualized)
+11.32%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNCIX 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
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.54%
Peer Avg (YTD)
+3.97%
vs Peers
+3.57%

RNCIX Mutual Fund Performance

RNCIX performance across multiple time periods: 1-month 2.79%, YTD 7.54%, 1-year 11.39%, 3-year 12.54%, 5-year 11.32%, 10-year 7.80%.

RNCIX returns outperform the peer average of 3.97% YTD. With an expense ratio of 4.05%, investors should weigh costs against performance when evaluating this mutual fund.

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