RNEBX Mutual Fund

RNEBX Mutual Fund

NAV$104.23
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Returns Overview

1 Month
+1.84%
3 Months
-0.28%
6 Months
+6.17%
YTD
+15.63%
1 Year
+25.36%
3 Years (annualized)
+17.65%
5 Years (annualized)
+5.99%
10 Years (annualized)
+9.83%

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)
+15.63%
Peer Avg (YTD)
+20.14%
vs Peers
-4.51%

RNEBX Mutual Fund Performance

RNEBX performance across multiple time periods: 1-month 1.84%, YTD 15.63%, 1-year 25.36%, 3-year 17.65%, 5-year 5.99%, 10-year 9.83%.

RNEBX returns trail the peer average of 20.14% 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.