RNEBX Mutual Fund

NAV$103.68

Returns Overview

1 Month
-1.58%
3 Months
+4.37%
6 Months
+7.17%
YTD
+11.91%
1 Year
+28.70%
3 Years (annualized)
+17.06%
5 Years (annualized)
+7.00%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNEBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+23.08%
vs Peers
-11.17%

RNEBX Mutual Fund Performance

RNEBX performance across multiple time periods: 1-month -1.58%, YTD 11.91%, 1-year 28.70%, 3-year 17.06%, 5-year 7.00%, 10-year 11.00%.

RNEBX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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