RNPHX Mutual Fund

NAV$72.65

Returns Overview

1 Month
-2.78%
3 Months
+1.71%
6 Months
+1.49%
YTD
+3.48%
1 Year
+15.63%
3 Years (annualized)
+15.72%
5 Years (annualized)
+7.53%
10 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNPHX 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)
+3.48%
Peer Avg (YTD)
+8.97%
vs Peers
-5.50%

RNPHX Mutual Fund Performance

RNPHX performance across multiple time periods: 1-month -2.78%, YTD 3.48%, 1-year 15.63%, 3-year 15.72%, 5-year 7.53%, 10-year 13.33%.

RNPHX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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