RPHYX Mutual Fund

NAV$9.65

Returns Overview

1 Month
-0.21%
3 Months
-0.10%
6 Months
+0.21%
YTD
+0.42%
1 Year
+4.07%
3 Years (annualized)
+4.98%
5 Years (annualized)
+4.03%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPHYX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch 0-3 Year US High Yield Index
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+3.23%
vs Peers
-2.81%

RPHYX Mutual Fund Performance

RPHYX performance across multiple time periods: 1-month -0.21%, YTD 0.42%, 1-year 4.07%, 3-year 4.98%, 5-year 4.03%, 10-year 3.38%.

RPHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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