RNWAX Mutual Fund

NAV$98.68

Returns Overview

1 Month
-4.18%
3 Months
+2.22%
6 Months
+4.99%
YTD
+9.57%
1 Year
+28.33%
3 Years (annualized)
+16.71%
5 Years (annualized)
+5.39%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNWAX 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)
+9.57%
Peer Avg (YTD)
+23.08%
vs Peers
-13.50%

RNWAX Mutual Fund Performance

RNWAX performance across multiple time periods: 1-month -4.18%, YTD 9.57%, 1-year 28.33%, 3-year 16.71%, 5-year 5.39%, 10-year 9.97%.

RNWAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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