RPEAX Mutual Fund

RPEAX Mutual Fund

NAV$45.78
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Returns Overview

1 Month
-0.14%
3 Months
+12.24%
6 Months
+11.53%
YTD
+10.64%
1 Year
+24.28%
3 Years (annualized)
+22.00%
5 Years (annualized)
+11.83%
10 Years (annualized)
+12.33%

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)
+10.64%
Peer Avg (YTD)
+9.51%
vs Peers
+1.13%

RPEAX Mutual Fund Performance

RPEAX performance across multiple time periods: 1-month -0.14%, YTD 10.64%, 1-year 24.28%, 3-year 22.00%, 5-year 11.83%, 10-year 12.33%.

RPEAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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