RARPX Mutual Fund

RARPX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
+0.23%
3 Months
+1.13%
6 Months
+2.24%
YTD
+3.60%
1 Year
+9.02%
3 Years (annualized)
+8.40%
5 Years (annualized)
+3.69%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RARPX 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)
+3.60%
Peer Avg (YTD)
+3.39%
vs Peers
+0.21%

RARPX Mutual Fund Performance

RARPX performance across multiple time periods: 1-month 0.23%, YTD 3.60%, 1-year 9.02%, 3-year 8.40%, 5-year 3.69%, 10-year 4.62%.

RARPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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