RURPX Mutual Fund

RURPX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
-3.07%
3 Months
-1.92%
6 Months
+3.62%
YTD
+3.67%
1 Year
+6.86%
3 Years (annualized)
+12.73%
5 Years (annualized)
+6.62%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RURPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.67%
Peer Avg (YTD)
+4.96%
vs Peers
-1.29%

RURPX Mutual Fund Performance

RURPX performance across multiple time periods: 1-month -3.07%, YTD 3.67%, 1-year 6.86%, 3-year 12.73%, 5-year 6.62%, 10-year 7.36%.

RURPX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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