RPIEX Mutual Fund

RPIEX Mutual Fund

NAV$7.61
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Returns Overview

1 Month
-0.27%
3 Months
+0.77%
6 Months
+3.81%
YTD
+3.66%
1 Year
+2.88%
3 Years (annualized)
+3.85%
5 Years (annualized)
+1.66%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPIEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+0.20%
vs Peers
+3.46%

RPIEX Mutual Fund Performance

RPIEX performance across multiple time periods: 1-month -0.27%, YTD 3.66%, 1-year 2.88%, 3-year 3.85%, 5-year 1.66%, 10-year 1.80%.

RPIEX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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