RTPSX Mutual Fund

RTPSX Mutual Fund

NAV$14.34
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Returns Overview

1 Month
-2.22%
3 Months
+1.91%
6 Months
+4.21%
YTD
+5.67%
1 Year
+6.29%
3 Years (annualized)
+1.02%
5 Years (annualized)
+5.92%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTPSX 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)
+5.67%
Peer Avg (YTD)
+1.16%
vs Peers
+4.51%

RTPSX Mutual Fund Performance

RTPSX performance across multiple time periods: 1-month -2.22%, YTD 5.67%, 1-year 6.29%, 3-year 1.02%, 5-year 5.92%, 10-year 0.92%.

RTPSX returns outperform the peer average of 1.16% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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