RPGIX Mutual Fund

RPGIX Mutual Fund

NAV$25.88
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Returns Overview

1 Month
-6.17%
3 Months
+2.16%
6 Months
+5.92%
YTD
+11.85%
1 Year
+23.70%
3 Years (annualized)
+14.26%
5 Years (annualized)
+8.89%
10 Years (annualized)
+13.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPGIX 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 Industrials Plus Automobiles and Auto Components Net
This Mutual Fund (YTD)
+11.85%
Peer Avg (YTD)
+11.31%
vs Peers
+0.54%

RPGIX Mutual Fund Performance

RPGIX performance across multiple time periods: 1-month -6.17%, YTD 11.85%, 1-year 23.70%, 3-year 14.26%, 5-year 8.89%, 10-year 13.35%.

RPGIX returns outperform the peer average of 11.31% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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