RPMFX Mutual Fund

RPMFX Mutual Fund

NAV$20.09
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Returns Overview

1 Month
-1.34%
3 Months
+9.95%
6 Months
+20.40%
YTD
+25.97%
1 Year
+35.48%
3 Years (annualized)
+17.58%
5 Years (annualized)
+14.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPMFX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+25.97%
Peer Avg (YTD)
+15.31%
vs Peers
+10.65%

RPMFX Mutual Fund Performance

RPMFX performance across multiple time periods: 1-month -1.34%, YTD 25.97%, 1-year 35.48%, 3-year 17.58%, 5-year 14.11%.

RPMFX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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