RNPHX Mutual Fund

RNPHX Mutual Fund

NAV$72.86
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Returns Overview

1 Month
-2.78%
3 Months
-1.08%
6 Months
+1.53%
YTD
+3.29%
1 Year
+4.40%
3 Years (annualized)
+19.33%
5 Years (annualized)
+6.37%
10 Years (annualized)
+13.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNPHX 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)
+3.29%
Peer Avg (YTD)
+5.23%
vs Peers
-1.94%

RNPHX Mutual Fund Performance

RNPHX performance across multiple time periods: 1-month -2.78%, YTD 3.29%, 1-year 4.40%, 3-year 19.33%, 5-year 6.37%, 10-year 13.11%.

RNPHX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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