RPMAX Mutual Fund

RPMAX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
-1.35%
3 Months
+9.83%
6 Months
+20.32%
YTD
+25.78%
1 Year
+35.19%
3 Years (annualized)
+17.30%
5 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPMAX 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
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📉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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+25.78%
Peer Avg (YTD)
+15.31%
vs Peers
+10.47%

RPMAX Mutual Fund Performance

RPMAX performance across multiple time periods: 1-month -1.35%, YTD 25.78%, 1-year 35.19%, 3-year 17.30%, 5-year 13.83%.

RPMAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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