RNCOX Mutual Fund

NAV$7.86

Returns Overview

1 Month
+2.76%
3 Months
+6.23%
6 Months
+8.12%
YTD
+7.40%
1 Year
+11.10%
3 Years (annualized)
+12.24%
5 Years (annualized)
+11.03%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNCOX 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)
+7.40%
Peer Avg (YTD)
+3.97%
vs Peers
+3.43%

RNCOX Mutual Fund Performance

RNCOX performance across multiple time periods: 1-month 2.76%, YTD 7.40%, 1-year 11.10%, 3-year 12.24%, 5-year 11.03%, 10-year 7.53%.

RNCOX returns outperform the peer average of 3.97% YTD. With an expense ratio of 4.31%, investors should weigh costs against performance when evaluating this mutual fund.

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