RTPSX Mutual Fund

RTPSX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
+2.03%
3 Months
+2.25%
6 Months
+3.15%
YTD
+3.68%
1 Year
+2.25%
3 Years (annualized)
+3.27%
5 Years (annualized)
+5.94%
10 Years (annualized)
+0.99%

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)
+3.68%
Peer Avg (YTD)
-0.65%
vs Peers
+4.33%

RTPSX Mutual Fund Performance

RTPSX performance across multiple time periods: 1-month 2.03%, YTD 3.68%, 1-year 2.25%, 3-year 3.27%, 5-year 5.94%, 10-year 0.99%.

RTPSX returns outperform the peer average of -0.65% 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.