RPPBX Mutual Fund

NAV$9.33

Returns Overview

1 Month
-0.04%
3 Months
+0.14%
6 Months
+0.05%
YTD
+0.05%
1 Year
+1.87%
3 Years (annualized)
+3.75%
5 Years (annualized)
+0.75%
10 Years (annualized)
+0.97%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+3.23%
vs Peers
-3.17%

RPPBX Mutual Fund Performance

RPPBX performance across multiple time periods: 1-month -0.04%, YTD 0.05%, 1-year 1.87%, 3-year 3.75%, 5-year 0.75%, 10-year 0.97%.

RPPBX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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