RPEAX Mutual Fund

RPEAX Mutual Fund

NAV$44.05
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Returns Overview

1 Month
+0.18%
3 Months
+2.94%
6 Months
+8.96%
YTD
+14.05%
1 Year
+23.00%
3 Years (annualized)
+19.67%
5 Years (annualized)
+10.91%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPEAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+14.05%
Peer Avg (YTD)
+11.21%
vs Peers
+2.84%

RPEAX Mutual Fund Performance

RPEAX performance across multiple time periods: 1-month 0.18%, YTD 14.05%, 1-year 23.00%, 3-year 19.67%, 5-year 10.91%, 10-year 11.31%.

RPEAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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