RPHYX Mutual Fund

RPHYX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
+0.15%
3 Months
+0.71%
6 Months
+1.77%
YTD
+1.97%
1 Year
+3.82%
3 Years (annualized)
+4.85%
5 Years (annualized)
+4.03%
10 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPHYX 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
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📉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
ICE BofA Merrill Lynch 0-3 Year US High Yield Index
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+0.12%
vs Peers
+1.85%

RPHYX Mutual Fund Performance

RPHYX performance across multiple time periods: 1-month 0.15%, YTD 1.97%, 1-year 3.82%, 3-year 4.85%, 5-year 4.03%, 10-year 3.36%.

RPHYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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