RNPBX Mutual Fund

NAV$67.79

Returns Overview

1 Month
-2.85%
3 Months
+1.47%
6 Months
+1.03%
YTD
+2.91%
1 Year
+14.53%
3 Years (annualized)
+14.53%
5 Years (annualized)
+6.46%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNPBX 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 All Country World Index
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+8.97%
vs Peers
-6.06%

RNPBX Mutual Fund Performance

RNPBX performance across multiple time periods: 1-month -2.85%, YTD 2.91%, 1-year 14.53%, 3-year 14.53%, 5-year 6.46%, 10-year 12.23%.

RNPBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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