RRPIX Mutual Fund

RRPIX Mutual Fund

NAV$45.04
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Returns Overview

1 Month
-6.07%
3 Months
+0.27%
6 Months
+5.04%
YTD
+7.22%
1 Year
+11.79%
3 Years (annualized)
-0.06%
5 Years (annualized)
+14.07%
10 Years (annualized)
+2.12%

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)
+7.22%
Peer Avg (YTD)
+1.16%
vs Peers
+6.06%

RRPIX Mutual Fund Performance

RRPIX performance across multiple time periods: 1-month -6.07%, YTD 7.22%, 1-year 11.79%, 3-year -0.06%, 5-year 14.07%, 10-year 2.12%.

RRPIX returns outperform the peer average of 1.16% 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.