RTPIX Mutual Fund

RTPIX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
-2.15%
3 Months
+2.14%
6 Months
+4.69%
YTD
+6.46%
1 Year
+7.32%
3 Years (annualized)
+2.02%
5 Years (annualized)
+6.98%
10 Years (annualized)
+2.07%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+1.16%
vs Peers
+5.30%

RTPIX Mutual Fund Performance

RTPIX performance across multiple time periods: 1-month -2.15%, YTD 6.46%, 1-year 7.32%, 3-year 2.02%, 5-year 6.98%, 10-year 2.07%.

RTPIX 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.

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