RERPX Mutual Fund

NAV$14.39

Returns Overview

1 Month
+0.06%
3 Months
+5.45%
6 Months
+5.67%
YTD
+5.21%
1 Year
+12.11%
3 Years (annualized)
+11.26%
5 Years (annualized)
+5.80%
10 Years (annualized)
+6.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+5.87%
vs Peers
-0.66%

RERPX Mutual Fund Performance

RERPX performance across multiple time periods: 1-month 0.06%, YTD 5.21%, 1-year 12.11%, 3-year 11.26%, 5-year 5.80%, 10-year 6.42%.

RERPX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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