RPFRX Mutual Fund

RPFRX Mutual Fund

NAV$41.48
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Returns Overview

1 Month
+1.97%
3 Months
+7.79%
6 Months
+11.71%
YTD
+14.54%
1 Year
+12.72%
3 Years (annualized)
+6.51%
5 Years (annualized)
+0.99%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPFRX 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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+14.54%
Peer Avg (YTD)
+12.53%
vs Peers
+2.01%

RPFRX Mutual Fund Performance

RPFRX performance across multiple time periods: 1-month 1.97%, YTD 14.54%, 1-year 12.72%, 3-year 6.51%, 5-year 0.99%, 10-year 3.81%.

RPFRX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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