RTPIX Mutual Fund

RTPIX Mutual Fund

NAV$15.48
See how much of RTPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.20%
3 Months
+2.42%
6 Months
+6.39%
YTD
+4.44%
1 Year
+4.50%
3 Years (annualized)
+3.80%
5 Years (annualized)
+6.96%
10 Years (annualized)
+1.91%

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)
+4.44%
Peer Avg (YTD)
+6.77%
vs Peers
-2.33%

RTPIX Mutual Fund Performance

RTPIX performance across multiple time periods: 1-month 0.20%, YTD 4.44%, 1-year 4.50%, 3-year 3.80%, 5-year 6.96%, 10-year 1.91%.

RTPIX 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.

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