RPPGX Mutual Fund

RPPGX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-0.28%
3 Months
-0.11%
6 Months
-0.06%
YTD
+0.25%
1 Year
+3.01%
3 Years (annualized)
+4.60%
5 Years (annualized)
+1.66%
10 Years (annualized)
+2.03%

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

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)
+0.25%
Peer Avg (YTD)
+0.12%
vs Peers
+0.13%

RPPGX Mutual Fund Performance

RPPGX performance across multiple time periods: 1-month -0.28%, YTD 0.25%, 1-year 3.01%, 3-year 4.60%, 5-year 1.66%, 10-year 2.03%.

RPPGX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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