RPFIX Mutual Fund

RPFIX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
-3.86%
3 Months
+4.71%
6 Months
+7.79%
YTD
+18.80%
1 Year
+23.11%
3 Years (annualized)
+10.20%
5 Years (annualized)
+7.31%
10 Years (annualized)
+11.24%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.80%
Peer Avg (YTD)
+15.31%
vs Peers
+3.49%

RPFIX Mutual Fund Performance

RPFIX performance across multiple time periods: 1-month -3.86%, YTD 18.80%, 1-year 23.11%, 3-year 10.20%, 5-year 7.31%, 10-year 11.24%.

RPFIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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