RNPEX Mutual Fund

NAV$71.90

Returns Overview

1 Month
-2.80%
3 Months
+1.65%
6 Months
+1.40%
YTD
+3.36%
1 Year
+15.40%
3 Years (annualized)
+15.48%
5 Years (annualized)
+7.31%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNPEX 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)
+3.36%
Peer Avg (YTD)
+8.97%
vs Peers
-5.61%

RNPEX Mutual Fund Performance

RNPEX performance across multiple time periods: 1-month -2.80%, YTD 3.36%, 1-year 15.40%, 3-year 15.48%, 5-year 7.31%, 10-year 13.10%.

RNPEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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