RINEX Mutual Fund

NAV$14.91

Returns Overview

1 Month
+0.25%
3 Months
+5.30%
6 Months
+5.27%
YTD
+4.90%
1 Year
+11.37%
3 Years (annualized)
+11.26%
5 Years (annualized)
+6.35%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RINEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+5.87%
vs Peers
-0.97%

RINEX Mutual Fund Performance

RINEX performance across multiple time periods: 1-month 0.25%, YTD 4.90%, 1-year 11.37%, 3-year 11.26%, 5-year 6.35%, 10-year 7.07%.

RINEX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

RINEX performance comparison shows side-by-side returns with another fund. RINEX alternatives are available in the Mutual Fund Screener.