RPBAX Mutual Fund

RPBAX Mutual Fund

NAV$29.71
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Returns Overview

1 Month
+0.27%
3 Months
+0.10%
6 Months
+1.81%
YTD
+5.99%
1 Year
+7.94%
3 Years (annualized)
+15.67%
5 Years (annualized)
+6.31%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPBAX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+5.30%
vs Peers
+0.68%

RPBAX Mutual Fund Performance

RPBAX performance across multiple time periods: 1-month 0.27%, YTD 5.99%, 1-year 7.94%, 3-year 15.67%, 5-year 6.31%, 10-year 8.69%.

RPBAX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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