RNEBX Mutual Fund

RNEBX Mutual Fund

NAV$106.42
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Returns Overview

1 Month
-2.27%
3 Months
+4.30%
6 Months
+7.20%
YTD
+13.53%
1 Year
+26.72%
3 Years (annualized)
+14.80%
5 Years (annualized)
+6.08%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNEBX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+13.53%
Peer Avg (YTD)
+17.66%
vs Peers
-4.13%

RNEBX Mutual Fund Performance

RNEBX performance across multiple time periods: 1-month -2.27%, YTD 13.53%, 1-year 26.72%, 3-year 14.80%, 5-year 6.08%, 10-year 10.25%.

RNEBX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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