RPPVX Mutual Fund

RPPVX Mutual Fund

NAV$9.20
See how much of RPPVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.25%
3 Months
+0.01%
6 Months
-0.39%
YTD
-0.34%
1 Year
+0.25%
3 Years (annualized)
+3.72%
5 Years (annualized)
+0.75%
10 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPPVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+2.28%
vs Peers
-2.62%

RPPVX Mutual Fund Performance

RPPVX performance across multiple time periods: 1-month 1.25%, YTD -0.34%, 1-year 0.25%, 3-year 3.72%, 5-year 0.75%, 10-year 0.94%.

RPPVX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

RPPVX vs another fund shows side-by-side returns. RPPVX alternatives are available in the Mutual Fund Screener.