RPFDX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
+0.25%
3 Months
+12.65%
6 Months
+11.49%
YTD
+10.66%
1 Year
+25.69%
3 Years (annualized)
+18.23%
5 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPFDX 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

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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 Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+7.64%
vs Peers
+3.02%

RPFDX Mutual Fund Performance

RPFDX performance across multiple time periods: 1-month 0.25%, YTD 10.66%, 1-year 25.69%, 3-year 18.23%, 5-year 9.46%.

RPFDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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