RPLCX Mutual Fund

RPLCX Mutual Fund

NAV$7.27
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Returns Overview

1 Month
-3.91%
3 Months
-1.86%
6 Months
-2.67%
YTD
-1.97%
1 Year
+1.42%
3 Years (annualized)
+2.69%
5 Years (annualized)
-3.65%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPLCX 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
Bloomberg US Long Credit Bond Index(^BLOOMBERGCCSI)
This Mutual Fund (YTD)
-1.97%
Peer Avg (YTD)
+0.12%
vs Peers
-2.09%

RPLCX Mutual Fund Performance

RPLCX performance across multiple time periods: 1-month -3.91%, YTD -1.97%, 1-year 1.42%, 3-year 2.69%, 5-year -3.65%, 10-year 1.61%.

RPLCX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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