RPBAX Mutual Fund

NAV$29.44

Returns Overview

1 Month
-1.01%
3 Months
+0.72%
6 Months
+0.96%
YTD
+3.37%
1 Year
+13.71%
3 Years (annualized)
+12.77%
5 Years (annualized)
+6.54%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPBAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+5.87%
vs Peers
-2.50%

RPBAX Mutual Fund Performance

RPBAX performance across multiple time periods: 1-month -1.01%, YTD 3.37%, 1-year 13.71%, 3-year 12.77%, 5-year 6.54%, 10-year 8.77%.

RPBAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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