RNECX Mutual Fund

RNECX Mutual Fund

NAV$13.35
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Returns Overview

1 Month
-1.93%
3 Months
+10.57%
6 Months
+15.11%
YTD
+15.11%
1 Year
+29.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNECX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.11%
Peer Avg (YTD)
+3.78%
vs Peers
+11.33%

RNECX Mutual Fund Performance

RNECX performance across multiple time periods: 1-month -1.93%, YTD 15.11%, 1-year 29.13%.

RNECX returns outperform the peer average of 3.78% YTD. With an expense ratio of 3.08%, investors should weigh costs against performance when evaluating this mutual fund.

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