RRPIX Mutual Fund

RRPIX Mutual Fund

NAV$47.69
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Returns Overview

1 Month
-0.41%
3 Months
+4.66%
6 Months
+11.77%
YTD
+6.50%
1 Year
+5.61%
3 Years (annualized)
+5.72%
5 Years (annualized)
+13.74%
10 Years (annualized)
+2.89%

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
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📉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)
+6.50%
Peer Avg (YTD)
+6.77%
vs Peers
-0.27%

RRPIX Mutual Fund Performance

RRPIX performance across multiple time periods: 1-month -0.41%, YTD 6.50%, 1-year 5.61%, 3-year 5.72%, 5-year 13.74%, 10-year 2.89%.

RRPIX returns trail the peer average of 6.77% 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.