RNWAX Mutual Fund

RNWAX Mutual Fund

NAV$101.73
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Returns Overview

1 Month
-2.29%
3 Months
+4.23%
6 Months
+7.05%
YTD
+13.36%
1 Year
+26.36%
3 Years (annualized)
+14.46%
5 Years (annualized)
+5.50%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNWAX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.36%
Peer Avg (YTD)
+17.66%
vs Peers
-4.30%

RNWAX Mutual Fund Performance

RNWAX performance across multiple time periods: 1-month -2.29%, YTD 13.36%, 1-year 26.36%, 3-year 14.46%, 5-year 5.50%, 10-year 9.23%.

RNWAX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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