RERPX Mutual Fund

RERPX Mutual Fund

NAV$13.97
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Returns Overview

1 Month
-3.18%
3 Months
-2.16%
6 Months
+3.17%
YTD
+2.94%
1 Year
+5.84%
3 Years (annualized)
+11.73%
5 Years (annualized)
+5.67%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERPX 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)
+2.94%
Peer Avg (YTD)
+4.96%
vs Peers
-2.03%

RERPX Mutual Fund Performance

RERPX performance across multiple time periods: 1-month -3.18%, YTD 2.94%, 1-year 5.84%, 3-year 11.73%, 5-year 5.67%, 10-year 6.43%.

RERPX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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