RRRPX Mutual Fund

NAV$14.52

Returns Overview

1 Month
+0.13%
3 Months
+5.63%
6 Months
+6.13%
YTD
+5.67%
1 Year
+13.07%
3 Years (annualized)
+12.24%
5 Years (annualized)
+6.69%
10 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRRPX 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
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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)
+5.67%
Peer Avg (YTD)
+5.87%
vs Peers
-0.20%

RRRPX Mutual Fund Performance

RRRPX performance across multiple time periods: 1-month 0.13%, YTD 5.67%, 1-year 13.07%, 3-year 12.24%, 5-year 6.69%, 10-year 7.25%.

RRRPX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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