RPEBX Mutual Fund

RPEBX Mutual Fund

NAV$69.11
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Returns Overview

1 Month
-2.84%
3 Months
-1.24%
6 Months
+1.19%
YTD
+2.73%
1 Year
+3.71%
3 Years (annualized)
+18.55%
5 Years (annualized)
+5.68%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPEBX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+5.23%
vs Peers
-2.50%

RPEBX Mutual Fund Performance

RPEBX performance across multiple time periods: 1-month -2.84%, YTD 2.73%, 1-year 3.71%, 3-year 18.55%, 5-year 5.68%, 10-year 12.38%.

RPEBX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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