RPISX Mutual Fund

RPISX Mutual Fund

NAV$7.12
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Returns Overview

1 Month
-1.95%
3 Months
+0.48%
6 Months
-1.41%
YTD
-1.27%
1 Year
-2.37%
3 Years (annualized)
+3.02%
5 Years (annualized)
-3.05%
10 Years (annualized)
-0.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPISX 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
Bloomberg Barclays Global Aggregate ex USD Index(LG38TRUU)
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+0.99%
vs Peers
-2.26%

RPISX Mutual Fund Performance

RPISX performance across multiple time periods: 1-month -1.95%, YTD -1.27%, 1-year -2.37%, 3-year 3.02%, 5-year -3.05%, 10-year -0.18%.

RPISX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

RPISX performance comparison shows side-by-side returns with another fund. RPISX alternatives are available in the Mutual Fund Screener.