RPBEX Mutual Fund

NAV$9.39

Returns Overview

1 Month
-0.02%
3 Months
+0.21%
6 Months
+0.18%
YTD
+0.18%
1 Year
+2.14%
3 Years (annualized)
+3.98%
5 Years (annualized)
+1.01%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPBEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
+0.18%
Peer Avg (YTD)
+3.23%
vs Peers
-3.04%

RPBEX Mutual Fund Performance

RPBEX performance across multiple time periods: 1-month -0.02%, YTD 0.18%, 1-year 2.14%, 3-year 3.98%, 5-year 1.01%, 10-year 1.24%.

RPBEX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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