RPFGX Mutual Fund

RPFGX Mutual Fund

NAV$78.54
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Returns Overview

1 Month
+0.89%
3 Months
+11.41%
6 Months
+8.40%
YTD
+3.42%
1 Year
+12.66%
3 Years (annualized)
+23.20%
5 Years (annualized)
+12.13%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPFGX 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)
+3.42%
Peer Avg (YTD)
+11.10%
vs Peers
-7.68%

RPFGX Mutual Fund Performance

RPFGX performance across multiple time periods: 1-month 0.89%, YTD 3.42%, 1-year 12.66%, 3-year 23.20%, 5-year 12.13%, 10-year 12.03%.

RPFGX returns trail the peer average of 11.10% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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