RNWBX Mutual Fund

RNWBX Mutual Fund

NAV$102.09
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Returns Overview

1 Month
-2.28%
3 Months
+4.22%
6 Months
+7.05%
YTD
+13.34%
1 Year
+26.36%
3 Years (annualized)
+14.44%
5 Years (annualized)
+5.77%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNWBX 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)
+13.34%
Peer Avg (YTD)
+17.66%
vs Peers
-4.32%

RNWBX Mutual Fund Performance

RNWBX performance across multiple time periods: 1-month -2.28%, YTD 13.34%, 1-year 26.36%, 3-year 14.44%, 5-year 5.77%, 10-year 9.94%.

RNWBX 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.

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