RXRPX Mutual Fund

RXRPX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
+1.05%
3 Months
+1.48%
6 Months
+3.96%
YTD
+8.52%
1 Year
+14.45%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.10%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RXRPX 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)
+8.52%
Peer Avg (YTD)
+6.28%
vs Peers
+2.23%

RXRPX Mutual Fund Performance

RXRPX performance across multiple time periods: 1-month 1.05%, YTD 8.52%, 1-year 14.45%, 3-year 14.83%, 5-year 8.10%, 10-year 8.64%.

RXRPX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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