RPISX Mutual Fund

RPISX Mutual Fund

NAV$6.90
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Returns Overview

1 Month
+0.25%
3 Months
-0.53%
6 Months
-1.98%
YTD
+0.16%
1 Year
+0.21%
3 Years (annualized)
+3.74%
5 Years (annualized)
-2.92%
10 Years (annualized)
-0.15%

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)
+0.16%
Peer Avg (YTD)
+0.20%
vs Peers
-0.05%

RPISX Mutual Fund Performance

RPISX performance across multiple time periods: 1-month 0.25%, YTD 0.16%, 1-year 0.21%, 3-year 3.74%, 5-year -2.92%, 10-year -0.15%.

RPISX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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