RPFCX Mutual Fund

RPFCX Mutual Fund

NAV$76.22
See how much of RPFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.93%
3 Months
+6.91%
6 Months
+11.70%
YTD
+13.82%
1 Year
+28.21%
3 Years (annualized)
+19.15%
5 Years (annualized)
+11.56%
10 Years (annualized)
+11.34%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+6.57%
vs Peers
+7.25%

RPFCX Mutual Fund Performance

RPFCX performance across multiple time periods: 1-month 2.93%, YTD 13.82%, 1-year 28.21%, 3-year 19.15%, 5-year 11.56%, 10-year 11.34%.

RPFCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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