RPPVX Mutual Fund

RPPVX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+0.14%
3 Months
-0.29%
6 Months
-1.00%
YTD
-0.21%
1 Year
+0.95%
3 Years (annualized)
+3.49%
5 Years (annualized)
+0.66%
10 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPPVX 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)
-0.21%
Peer Avg (YTD)
+2.15%
vs Peers
-2.36%

RPPVX Mutual Fund Performance

RPPVX performance across multiple time periods: 1-month 0.14%, YTD -0.21%, 1-year 0.95%, 3-year 3.49%, 5-year 0.66%, 10-year 0.96%.

RPPVX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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