RPHYX Mutual Fund

RPHYX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
+0.45%
3 Months
+0.86%
6 Months
+1.75%
YTD
+2.44%
1 Year
+3.95%
3 Years (annualized)
+4.85%
5 Years (annualized)
+4.11%
10 Years (annualized)
+3.12%

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)
+2.44%
Peer Avg (YTD)
+2.15%
vs Peers
+0.28%

RPHYX Mutual Fund Performance

RPHYX performance across multiple time periods: 1-month 0.45%, YTD 2.44%, 1-year 3.95%, 3-year 4.85%, 5-year 4.11%, 10-year 3.12%.

RPHYX returns outperform the peer average of 2.15% 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.