RTPIX Mutual Fund

NAV$14.73

Returns Overview

1 Month
+0.07%
3 Months
+0.98%
6 Months
+2.40%
YTD
+2.04%
1 Year
+2.31%
3 Years (annualized)
+4.02%
5 Years (annualized)
+6.02%
10 Years (annualized)
+1.72%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+12.13%
vs Peers
-10.09%

RTPIX Mutual Fund Performance

RTPIX performance across multiple time periods: 1-month 0.07%, YTD 2.04%, 1-year 2.31%, 3-year 4.02%, 5-year 6.02%, 10-year 1.72%.

RTPIX 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.

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