RLRPX Mutual Fund

NAV$16.32

Returns Overview

1 Month
-0.01%
3 Months
+7.31%
6 Months
+7.20%
YTD
+6.63%
1 Year
+14.92%
3 Years (annualized)
+13.77%
5 Years (annualized)
+7.68%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLRPX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+5.87%
vs Peers
+0.77%

RLRPX Mutual Fund Performance

RLRPX performance across multiple time periods: 1-month -0.01%, YTD 6.63%, 1-year 14.92%, 3-year 13.77%, 5-year 7.68%, 10-year 8.06%.

RLRPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

RLRPX performance comparison shows side-by-side returns with another fund. RLRPX alternatives are available in the Mutual Fund Screener.