RNEAX Mutual Fund

RNEAX Mutual Fund

NAV$13.59

Returns Overview

1 Month
-1.84%
3 Months
+10.73%
6 Months
+15.34%
YTD
+15.44%
1 Year
+29.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNEAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.44%
Peer Avg (YTD)
+3.78%
vs Peers
+11.66%

RNEAX Mutual Fund Performance

RNEAX performance across multiple time periods: 1-month -1.84%, YTD 15.44%, 1-year 29.89%.

RNEAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.33%, investors should weigh costs against performance when evaluating this mutual fund.

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