RPPFX Mutual Fund

RPPFX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+0.23%
3 Months
-0.01%
6 Months
-0.46%
YTD
+0.45%
1 Year
+1.98%
3 Years (annualized)
+4.55%
5 Years (annualized)
+1.68%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPPFX 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

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)
+0.45%
Peer Avg (YTD)
+2.15%
vs Peers
-1.71%

RPPFX Mutual Fund Performance

RPPFX performance across multiple time periods: 1-month 0.23%, YTD 0.45%, 1-year 1.98%, 3-year 4.55%, 5-year 1.68%, 10-year 2.03%.

RPPFX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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