RPGIX Mutual Fund

RPGIX Mutual Fund

NAV$24.89
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Returns Overview

1 Month
+0.90%
3 Months
-1.00%
6 Months
+0.98%
YTD
+12.86%
1 Year
+22.30%
3 Years (annualized)
+16.31%
5 Years (annualized)
+8.60%
10 Years (annualized)
+12.50%

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)
+12.86%
Peer Avg (YTD)
+8.97%
vs Peers
+3.89%

RPGIX Mutual Fund Performance

RPGIX performance across multiple time periods: 1-month 0.90%, YTD 12.86%, 1-year 22.30%, 3-year 16.31%, 5-year 8.60%, 10-year 12.50%.

RPGIX returns outperform the peer average of 8.97% 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.