RURPX Mutual Fund

RURPX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
+0.28%
3 Months
+2.06%
6 Months
+4.02%
YTD
+5.99%
1 Year
+13.38%
3 Years (annualized)
+11.77%
5 Years (annualized)
+6.66%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RURPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+5.54%
vs Peers
+0.46%

RURPX Mutual Fund Performance

RURPX performance across multiple time periods: 1-month 0.28%, YTD 5.99%, 1-year 13.38%, 3-year 11.77%, 5-year 6.66%, 10-year 7.20%.

RURPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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