RLNCX Mutual Fund

NAV$53.54

Returns Overview

1 Month
+1.75%
3 Months
+6.06%
6 Months
+4.06%
YTD
+7.57%
1 Year
+15.13%
3 Years (annualized)
+12.79%
5 Years (annualized)
+6.77%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLNCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
International Developed Markets Linked Benchmark
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+9.13%
vs Peers
-1.56%

RLNCX Mutual Fund Performance

RLNCX performance across multiple time periods: 1-month 1.75%, YTD 7.57%, 1-year 15.13%, 3-year 12.79%, 5-year 6.77%, 10-year 7.73%.

RLNCX returns trail the peer average of 9.13% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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