RQRPX Mutual Fund

RQRPX Mutual Fund

NAV$12.73
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Returns Overview

1 Month
+0.68%
3 Months
+1.05%
6 Months
+1.04%
YTD
+4.83%
1 Year
+8.65%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.67%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQRPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+3.78%
vs Peers
+1.05%

RQRPX Mutual Fund Performance

RQRPX performance across multiple time periods: 1-month 0.68%, YTD 4.83%, 1-year 8.65%, 3-year 10.19%, 5-year 4.67%, 10-year 5.76%.

RQRPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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