RPPGX Mutual Fund

NAV$9.39
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.05%
3 Months
+0.39%
6 Months
+0.53%
YTD
+0.53%
1 Year
+3.03%
3 Years (annualized)
+4.86%
5 Years (annualized)
+1.82%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPPGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
+0.53%
Peer Avg (YTD)
+3.23%
vs Peers
-2.70%

RPPGX Mutual Fund Performance

RPPGX performance across multiple time periods: 1-month 0.05%, YTD 0.53%, 1-year 3.03%, 3-year 4.86%, 5-year 1.82%, 10-year 2.06%.

RPPGX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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