RNPBX Mutual Fund

RNPBX Mutual Fund

NAV$69.78
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Returns Overview

1 Month
-1.98%
3 Months
+2.38%
6 Months
+1.94%
YTD
+3.84%
1 Year
+11.82%
3 Years (annualized)
+14.49%
5 Years (annualized)
+5.80%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNPBX 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
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📉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 All Country World Index
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+6.23%
vs Peers
-2.39%

RNPBX Mutual Fund Performance

RNPBX performance across multiple time periods: 1-month -1.98%, YTD 3.84%, 1-year 11.82%, 3-year 14.49%, 5-year 5.80%, 10-year 11.48%.

RNPBX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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