RPGEX Mutual Fund

RPGEX Mutual Fund

NAV$50.74
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Returns Overview

1 Month
+3.44%
3 Months
+1.05%
6 Months
+10.55%
YTD
+13.83%
1 Year
+19.37%
3 Years (annualized)
+17.39%
5 Years (annualized)
+4.21%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPGEX 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
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📉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
MSCI All Country World Index
This Mutual Fund (YTD)
+13.83%
Peer Avg (YTD)
+8.51%
vs Peers
+5.32%

RPGEX Mutual Fund Performance

RPGEX performance across multiple time periods: 1-month 3.44%, YTD 13.83%, 1-year 19.37%, 3-year 17.39%, 5-year 4.21%, 10-year 12.71%.

RPGEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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