RPFCX Mutual Fund

NAV$76.24

Returns Overview

1 Month
+3.10%
3 Months
+10.52%
6 Months
+11.27%
YTD
+10.58%
1 Year
+23.08%
3 Years (annualized)
+19.70%
5 Years (annualized)
+11.08%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPFCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+6.73%
vs Peers
+3.85%

RPFCX Mutual Fund Performance

RPFCX performance across multiple time periods: 1-month 3.10%, YTD 10.58%, 1-year 23.08%, 3-year 19.70%, 5-year 11.08%, 10-year 11.31%.

RPFCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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