RJRPX Mutual Fund

NAV$13.24

Returns Overview

1 Month
+0.06%
3 Months
+3.60%
6 Months
+3.92%
YTD
+3.60%
1 Year
+9.05%
3 Years (annualized)
+9.13%
5 Years (annualized)
+4.23%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RJRPX 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)
+3.60%
Peer Avg (YTD)
+4.14%
vs Peers
-0.55%

RJRPX Mutual Fund Performance

RJRPX performance across multiple time periods: 1-month 0.06%, YTD 3.60%, 1-year 9.05%, 3-year 9.13%, 5-year 4.23%, 10-year 5.16%.

RJRPX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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