RRPIX Mutual Fund

RRPIX Mutual Fund

NAV$44.02
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Returns Overview

1 Month
+6.19%
3 Months
+4.76%
6 Months
+6.57%
YTD
+6.93%
1 Year
+6.76%
3 Years (annualized)
+9.20%
5 Years (annualized)
+14.96%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRPIX 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
Ryan Labs Returns Treasury Yield Curve 30 Year Index
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
-0.65%
vs Peers
+7.58%

RRPIX Mutual Fund Performance

RRPIX performance across multiple time periods: 1-month 6.19%, YTD 6.93%, 1-year 6.76%, 3-year 9.20%, 5-year 14.96%, 10-year 3.05%.

RRPIX returns outperform the peer average of -0.65% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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