RQRPX Mutual Fund

NAV$13.18

Returns Overview

1 Month
+0.13%
3 Months
+3.74%
6 Months
+4.20%
YTD
+3.88%
1 Year
+9.67%
3 Years (annualized)
+9.74%
5 Years (annualized)
+4.81%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQRPX 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)
+3.88%
Peer Avg (YTD)
+4.14%
vs Peers
-0.26%

RQRPX Mutual Fund Performance

RQRPX performance across multiple time periods: 1-month 0.13%, YTD 3.88%, 1-year 9.67%, 3-year 9.74%, 5-year 4.81%, 10-year 5.74%.

RQRPX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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