RTPIX Mutual Fund

RTPIX Mutual Fund

NAV$14.86
See how much of RTPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.14%
3 Months
+2.49%
6 Months
+3.64%
YTD
+4.23%
1 Year
+3.23%
3 Years (annualized)
+4.27%
5 Years (annualized)
+6.98%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTPIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
-0.65%
vs Peers
+4.87%

RTPIX Mutual Fund Performance

RTPIX performance across multiple time periods: 1-month 2.14%, YTD 4.23%, 1-year 3.23%, 3-year 4.27%, 5-year 6.98%, 10-year 1.98%.

RTPIX 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.

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