RPGRX Mutual Fund

RPGRX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
-0.34%
3 Months
+2.23%
6 Months
+4.76%
YTD
+6.88%
1 Year
+14.59%
3 Years (annualized)
+11.50%
5 Years (annualized)
+5.83%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPGRX 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
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+6.88%
Peer Avg (YTD)
+6.99%
vs Peers
-0.11%

RPGRX Mutual Fund Performance

RPGRX performance across multiple time periods: 1-month -0.34%, YTD 6.88%, 1-year 14.59%, 3-year 11.50%, 5-year 5.83%, 10-year 8.55%.

RPGRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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