RTPSX Mutual Fund

RTPSX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
+4.08%
3 Months
+6.35%
6 Months
+7.12%
YTD
+8.07%
1 Year
+8.31%
3 Years (annualized)
+2.78%
5 Years (annualized)
+5.89%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTPSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+7.57%
vs Peers
+0.50%

RTPSX Mutual Fund Performance

RTPSX performance across multiple time periods: 1-month 4.08%, YTD 8.07%, 1-year 8.31%, 3-year 2.78%, 5-year 5.89%, 10-year 0.90%.

RTPSX returns outperform the peer average of 7.57% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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