RKRPX Mutual Fund

RKRPX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
+0.21%
3 Months
+1.86%
6 Months
+3.70%
YTD
+5.68%
1 Year
+12.73%
3 Years (annualized)
+11.16%
5 Years (annualized)
+6.08%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKRPX 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)
+5.68%
Peer Avg (YTD)
+5.54%
vs Peers
+0.14%

RKRPX Mutual Fund Performance

RKRPX performance across multiple time periods: 1-month 0.21%, YTD 5.68%, 1-year 12.73%, 3-year 11.16%, 5-year 6.08%, 10-year 6.63%.

RKRPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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