RRPIX Mutual Fund

NAV$44.08

Returns Overview

1 Month
-1.04%
3 Months
+0.22%
6 Months
+1.53%
YTD
+0.70%
1 Year
+2.63%
3 Years (annualized)
+6.64%
5 Years (annualized)
+11.26%
10 Years (annualized)
+2.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Ryan Labs Returns Treasury Yield Curve 30 Year Index
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+12.13%
vs Peers
-11.43%

RRPIX Mutual Fund Performance

RRPIX performance across multiple time periods: 1-month -1.04%, YTD 0.70%, 1-year 2.63%, 3-year 6.64%, 5-year 11.26%, 10-year 2.08%.

RRPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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