RPFGX Mutual Fund

RPFGX Mutual Fund

NAV$82.81
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Returns Overview

1 Month
+3.39%
3 Months
+7.66%
6 Months
+4.81%
YTD
+2.51%
1 Year
+17.09%
3 Years (annualized)
+22.44%
5 Years (annualized)
+13.81%
10 Years (annualized)
+13.06%

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)
+2.51%
Peer Avg (YTD)
+10.67%
vs Peers
-8.16%

RPFGX Mutual Fund Performance

RPFGX performance across multiple time periods: 1-month 3.39%, YTD 2.51%, 1-year 17.09%, 3-year 22.44%, 5-year 13.81%, 10-year 13.06%.

RPFGX returns trail the peer average of 10.67% 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.