RPISX Mutual Fund

RPISX Mutual Fund

NAV$7.09
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Returns Overview

1 Month
+0.88%
3 Months
-0.58%
6 Months
-1.59%
YTD
-0.09%
1 Year
+1.62%
3 Years (annualized)
+2.97%
5 Years (annualized)
-3.01%
10 Years (annualized)
-0.31%

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)
-0.09%
Peer Avg (YTD)
+0.25%
vs Peers
-0.34%

RPISX Mutual Fund Performance

RPISX performance across multiple time periods: 1-month 0.88%, YTD -0.09%, 1-year 1.62%, 3-year 2.97%, 5-year -3.01%, 10-year -0.31%.

RPISX returns trail the peer average of 0.25% 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.