RNWCX Mutual Fund

NAV$103.95

Returns Overview

1 Month
-1.56%
3 Months
+4.41%
6 Months
+7.25%
YTD
+12.00%
1 Year
+28.90%
3 Years (annualized)
+17.24%
5 Years (annualized)
+5.86%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RNWCX 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)
+12.00%
Peer Avg (YTD)
+23.08%
vs Peers
-11.07%

RNWCX Mutual Fund Performance

RNWCX performance across multiple time periods: 1-month -1.56%, YTD 12.00%, 1-year 28.90%, 3-year 17.24%, 5-year 5.86%, 10-year 10.49%.

RNWCX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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