RPIDX Mutual Fund

RPIDX Mutual Fund

NAV$8.25
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Returns Overview

1 Month
+0.83%
3 Months
+0.51%
6 Months
-0.23%
YTD
+0.53%
1 Year
+1.71%
3 Years (annualized)
+5.50%
5 Years (annualized)
+3.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPIDX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.53%
Peer Avg (YTD)
+2.15%
vs Peers
-1.62%

RPIDX Mutual Fund Performance

RPIDX performance across multiple time periods: 1-month 0.83%, YTD 0.53%, 1-year 1.71%, 3-year 5.50%, 5-year 3.19%.

RPIDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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