RPEBX Mutual Fund

RPEBX Mutual Fund

NAV$72.85
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Returns Overview

1 Month
-0.76%
3 Months
-0.34%
6 Months
+12.44%
YTD
+5.73%
1 Year
+8.78%
3 Years (annualized)
+16.72%
5 Years (annualized)
+6.95%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPEBX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+5.73%
Peer Avg (YTD)
+8.68%
vs Peers
-2.95%

RPEBX Mutual Fund Performance

RPEBX performance across multiple time periods: 1-month -0.76%, YTD 5.73%, 1-year 8.78%, 3-year 16.72%, 5-year 6.95%, 10-year 12.63%.

RPEBX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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