RPBEX Mutual Fund

RPBEX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
-1.33%
3 Months
-1.50%
6 Months
-1.29%
YTD
-1.32%
1 Year
-0.40%
3 Years (annualized)
+3.74%
5 Years (annualized)
+0.92%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPBEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
-1.32%
Peer Avg (YTD)
+0.50%
vs Peers
-1.82%

RPBEX Mutual Fund Performance

RPBEX performance across multiple time periods: 1-month -1.33%, YTD -1.32%, 1-year -0.40%, 3-year 3.74%, 5-year 0.92%, 10-year 1.26%.

RPBEX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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