RJRPX Mutual Fund

RJRPX Mutual Fund

NAV$12.84
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Returns Overview

1 Month
-3.09%
3 Months
-2.35%
6 Months
+1.16%
YTD
+1.16%
1 Year
+3.32%
3 Years (annualized)
+9.51%
5 Years (annualized)
+4.06%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RJRPX 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)
+1.16%
Peer Avg (YTD)
+2.46%
vs Peers
-1.29%

RJRPX Mutual Fund Performance

RJRPX performance across multiple time periods: 1-month -3.09%, YTD 1.16%, 1-year 3.32%, 3-year 9.51%, 5-year 4.06%, 10-year 5.17%.

RJRPX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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