RPFGX Mutual Fund

RPFGX Mutual Fund

NAV$82.40
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Returns Overview

1 Month
+3.59%
3 Months
-2.56%
6 Months
+4.91%
YTD
-0.11%
1 Year
+9.66%
3 Years (annualized)
+24.11%
5 Years (annualized)
+10.41%
10 Years (annualized)
+11.62%

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)
-0.11%
Peer Avg (YTD)
+9.56%
vs Peers
-9.68%

RPFGX Mutual Fund Performance

RPFGX performance across multiple time periods: 1-month 3.59%, YTD -0.11%, 1-year 9.66%, 3-year 24.11%, 5-year 10.41%, 10-year 11.62%.

RPFGX returns trail the peer average of 9.56% 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.