RPFRX Mutual Fund

RPFRX Mutual Fund

NAV$37.69
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Returns Overview

1 Month
-3.39%
3 Months
+2.54%
6 Months
+4.92%
YTD
+10.66%
1 Year
+4.43%
3 Years (annualized)
+5.78%
5 Years (annualized)
-0.40%
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)
+10.66%
Peer Avg (YTD)
+9.10%
vs Peers
+1.57%

RPFRX Mutual Fund Performance

RPFRX performance across multiple time periods: 1-month -3.39%, YTD 10.66%, 1-year 4.43%, 3-year 5.78%, 5-year -0.40%, 10-year 3.81%.

RPFRX returns outperform the peer average of 9.10% 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.