RNWEX Mutual Fund

RNWEX Mutual Fund

NAV$97.92
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Returns Overview

1 Month
-8.40%
3 Months
-7.71%
6 Months
-3.63%
YTD
+3.55%
1 Year
+6.35%
3 Years (annualized)
+17.24%
5 Years (annualized)
+4.90%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNWEX 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)
+3.55%
Peer Avg (YTD)
+9.82%
vs Peers
-6.28%

RNWEX Mutual Fund Performance

RNWEX performance across multiple time periods: 1-month -8.40%, YTD 3.55%, 1-year 6.35%, 3-year 17.24%, 5-year 4.90%, 10-year 9.29%.

RNWEX returns trail the peer average of 9.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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