RLRPX Mutual Fund

RLRPX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
-2.95%
3 Months
-1.61%
6 Months
+5.58%
YTD
+4.91%
1 Year
+8.42%
3 Years (annualized)
+14.24%
5 Years (annualized)
+7.54%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLRPX 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)
+4.91%
Peer Avg (YTD)
+4.96%
vs Peers
-0.05%

RLRPX Mutual Fund Performance

RLRPX performance across multiple time periods: 1-month -2.95%, YTD 4.91%, 1-year 8.42%, 3-year 14.24%, 5-year 7.54%, 10-year 8.07%.

RLRPX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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