RIRPX Mutual Fund

NAV$16.20

Returns Overview

1 Month
-0.06%
3 Months
+7.23%
6 Months
+7.06%
YTD
+6.50%
1 Year
+14.60%
3 Years (annualized)
+13.53%
5 Years (annualized)
+7.45%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIRPX 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)
+6.50%
Peer Avg (YTD)
+5.87%
vs Peers
+0.63%

RIRPX Mutual Fund Performance

RIRPX performance across multiple time periods: 1-month -0.06%, YTD 6.50%, 1-year 14.60%, 3-year 13.53%, 5-year 7.45%, 10-year 8.03%.

RIRPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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