RPSIX Mutual Fund

RPSIX Mutual Fund

NAV$11.22
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Returns Overview

1 Month
-0.40%
3 Months
+0.22%
6 Months
+0.48%
YTD
+1.02%
1 Year
+3.67%
3 Years (annualized)
+5.12%
5 Years (annualized)
+1.53%
10 Years (annualized)
+3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPSIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.12%
vs Peers
+0.90%

RPSIX Mutual Fund Performance

RPSIX performance across multiple time periods: 1-month -0.40%, YTD 1.02%, 1-year 3.67%, 3-year 5.12%, 5-year 1.53%, 10-year 3.35%.

RPSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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