RDRPX Mutual Fund

NAV$13.16

Returns Overview

1 Month
+0.07%
3 Months
+3.54%
6 Months
+3.71%
YTD
+3.47%
1 Year
+8.72%
3 Years (annualized)
+8.78%
5 Years (annualized)
+3.85%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDRPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+4.14%
vs Peers
-0.67%

RDRPX Mutual Fund Performance

RDRPX performance across multiple time periods: 1-month 0.07%, YTD 3.47%, 1-year 8.72%, 3-year 8.78%, 5-year 3.85%, 10-year 4.84%.

RDRPX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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