RNWBX Mutual Fund

NAV$100.57

Returns Overview

1 Month
+0.16%
3 Months
+18.05%
6 Months
+15.99%
YTD
+14.33%
1 Year
+28.30%
3 Years (annualized)
+16.70%
5 Years (annualized)
+6.70%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNWBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.33%
Peer Avg (YTD)
+23.08%
vs Peers
-8.75%

RNWBX Mutual Fund Performance

RNWBX performance across multiple time periods: 1-month 0.16%, YTD 14.33%, 1-year 28.30%, 3-year 16.70%, 5-year 6.70%, 10-year 10.69%.

RNWBX 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.

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