RPGEX Mutual Fund

RPGEX Mutual Fund

NAV$47.04
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Returns Overview

1 Month
-4.95%
3 Months
-1.94%
6 Months
+1.26%
YTD
+6.85%
1 Year
+6.41%
3 Years (annualized)
+18.08%
5 Years (annualized)
+3.44%
10 Years (annualized)
+12.29%

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)
+6.85%
Peer Avg (YTD)
+5.23%
vs Peers
+1.62%

RPGEX Mutual Fund Performance

RPGEX performance across multiple time periods: 1-month -4.95%, YTD 6.85%, 1-year 6.41%, 3-year 18.08%, 5-year 3.44%, 10-year 12.29%.

RPGEX returns outperform the peer average of 5.23% 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.