RPBAX Mutual Fund

RPBAX Mutual Fund

NAV$29.97
See how much of RPBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.50%
3 Months
-0.60%
6 Months
+7.00%
YTD
+5.24%
1 Year
+8.24%
3 Years (annualized)
+14.19%
5 Years (annualized)
+6.79%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+4.97%
vs Peers
+0.27%

RPBAX Mutual Fund Performance

RPBAX performance across multiple time periods: 1-month -2.50%, YTD 5.24%, 1-year 8.24%, 3-year 14.19%, 5-year 6.79%, 10-year 8.82%.

RPBAX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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