RPPBX Mutual Fund

RPPBX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-0.37%
3 Months
-0.38%
6 Months
-0.58%
YTD
-0.32%
1 Year
+1.96%
3 Years (annualized)
+3.49%
5 Years (annualized)
+0.60%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPPBX 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
PROUpgrade to run
🏦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
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+0.12%
vs Peers
-0.44%

RPPBX Mutual Fund Performance

RPPBX performance across multiple time periods: 1-month -0.37%, YTD -0.32%, 1-year 1.96%, 3-year 3.49%, 5-year 0.60%, 10-year 0.93%.

RPPBX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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