RPFCX Mutual Fund

RPFCX Mutual Fund

NAV$74.29
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Returns Overview

1 Month
-0.50%
3 Months
+5.59%
6 Months
+8.30%
YTD
+13.25%
1 Year
+22.22%
3 Years (annualized)
+19.81%
5 Years (annualized)
+10.98%
10 Years (annualized)
+11.13%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+7.17%
vs Peers
+6.08%

RPFCX Mutual Fund Performance

RPFCX performance across multiple time periods: 1-month -0.50%, YTD 13.25%, 1-year 22.22%, 3-year 19.81%, 5-year 10.98%, 10-year 11.13%.

RPFCX returns outperform the peer average of 7.17% 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.