RPEBX Mutual Fund

RPEBX Mutual Fund

NAV$73.28
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Returns Overview

1 Month
-1.96%
3 Months
+2.46%
6 Months
+2.08%
YTD
+4.02%
1 Year
+12.15%
3 Years (annualized)
+14.83%
5 Years (annualized)
+6.15%
10 Years (annualized)
+11.83%

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)
+4.02%
Peer Avg (YTD)
+6.23%
vs Peers
-2.21%

RPEBX Mutual Fund Performance

RPEBX performance across multiple time periods: 1-month -1.96%, YTD 4.02%, 1-year 12.15%, 3-year 14.83%, 5-year 6.15%, 10-year 11.83%.

RPEBX returns trail the peer average of 6.23% 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.