RPBAX Mutual Fund

RPBAX Mutual Fund

NAV$30.46
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Returns Overview

3 Months
+1.12%
6 Months
+3.45%
YTD
+5.27%
1 Year
+13.31%
3 Years (annualized)
+11.96%
5 Years (annualized)
+6.28%
10 Years (annualized)
+8.43%

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)
+5.27%
Peer Avg (YTD)
+5.54%
vs Peers
-0.27%

RPBAX Mutual Fund Performance

RPBAX performance across multiple time periods: YTD 5.27%, 1-year 13.31%, 3-year 11.96%, 5-year 6.28%, 10-year 8.43%.

RPBAX returns trail the peer average of 5.54% 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.