RPFIX Mutual Fund

NAV$12.73

Returns Overview

1 Month
+7.11%
3 Months
+18.05%
6 Months
+23.57%
YTD
+21.94%
1 Year
+31.31%
3 Years (annualized)
+10.48%
5 Years (annualized)
+8.29%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPFIX 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
PROUpgrade to run
🏦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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.94%
Peer Avg (YTD)
+18.52%
vs Peers
+3.41%

RPFIX Mutual Fund Performance

RPFIX performance across multiple time periods: 1-month 7.11%, YTD 21.94%, 1-year 31.31%, 3-year 10.48%, 5-year 8.29%, 10-year 12.18%.

RPFIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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