RPPEX Mutual Fund

RPPEX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
-1.40%
3 Months
-1.40%
6 Months
-1.20%
YTD
-1.15%
1 Year
+0.01%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.41%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPPEX 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)
-1.15%
Peer Avg (YTD)
+0.50%
vs Peers
-1.65%

RPPEX Mutual Fund Performance

RPPEX performance across multiple time periods: 1-month -1.40%, YTD -1.15%, 1-year 0.01%, 3-year 4.26%, 5-year 1.41%, 10-year 1.74%.

RPPEX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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