RNPBX Mutual Fund

RNPBX Mutual Fund

NAV$68.06
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Returns Overview

1 Month
-2.86%
3 Months
-1.32%
6 Months
+1.03%
YTD
+2.47%
1 Year
+3.40%
3 Years (annualized)
+18.20%
5 Years (annualized)
+5.37%
10 Years (annualized)
+12.05%

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
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 All Country World Index
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+5.23%
vs Peers
-2.76%

RNPBX Mutual Fund Performance

RNPBX performance across multiple time periods: 1-month -2.86%, YTD 2.47%, 1-year 3.40%, 3-year 18.20%, 5-year 5.37%, 10-year 12.05%.

RNPBX returns trail the peer average of 5.23% 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.