RBRPX Mutual Fund

RBRPX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
+2.10%
3 Months
-0.31%
6 Months
+1.44%
YTD
+5.08%
1 Year
+7.48%
3 Years (annualized)
+13.00%
5 Years (annualized)
+5.29%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBRPX 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)
+5.08%
Peer Avg (YTD)
+5.92%
vs Peers
-0.84%

RBRPX Mutual Fund Performance

RBRPX performance across multiple time periods: 1-month 2.10%, YTD 5.08%, 1-year 7.48%, 3-year 13.00%, 5-year 5.29%, 10-year 6.27%.

RBRPX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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