RBRPX Mutual Fund

RBRPX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
-3.18%
3 Months
-2.16%
6 Months
+3.17%
YTD
+2.92%
1 Year
+5.72%
3 Years (annualized)
+11.61%
5 Years (annualized)
+5.51%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBRPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+4.96%
vs Peers
-2.05%

RBRPX Mutual Fund Performance

RBRPX performance across multiple time periods: 1-month -3.18%, YTD 2.92%, 1-year 5.72%, 3-year 11.61%, 5-year 5.51%, 10-year 6.27%.

RBRPX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

RBRPX vs another fund shows side-by-side returns. RBRPX alternatives are available in the Mutual Fund Screener.