RTPSX Mutual Fund

NAV$13.99

Returns Overview

3 Months
+0.73%
6 Months
+1.92%
YTD
+1.62%
1 Year
+1.40%
3 Years (annualized)
+2.98%
5 Years (annualized)
+4.95%
10 Years (annualized)
+0.71%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+12.13%
vs Peers
-10.51%

RTPSX Mutual Fund Performance

RTPSX performance across multiple time periods: YTD 1.62%, 1-year 1.40%, 3-year 2.98%, 5-year 4.95%, 10-year 0.71%.

RTPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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