RRPAX Mutual Fund

RRPAX Mutual Fund

NAV$9.16

Returns Overview

1 Month
-0.42%
3 Months
+0.81%
6 Months
+1.68%
YTD
+1.68%
1 Year
+3.62%
3 Years (annualized)
+5.26%
5 Years (annualized)
+2.95%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRPAX 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
Bloomberg Barclays 1-5 Year US Treasury Inflation-Protected Securities (TIPS) Total Return(^BB5YUSTIPS)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+3.23%
vs Peers
-1.55%

RRPAX Mutual Fund Performance

RRPAX performance across multiple time periods: 1-month -0.42%, YTD 1.68%, 1-year 3.62%, 3-year 5.26%, 5-year 2.95%, 10-year 2.91%.

RRPAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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