RPMFX Mutual Fund

RPMFX Mutual Fund

NAV$19.28
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Returns Overview

1 Month
+2.27%
3 Months
-2.51%
6 Months
+7.19%
YTD
+22.80%
1 Year
+25.56%
3 Years (annualized)
+22.00%
5 Years (annualized)
+13.07%

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
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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)
+22.80%
Peer Avg (YTD)
+12.21%
vs Peers
+10.59%

RPMFX Mutual Fund Performance

RPMFX performance across multiple time periods: 1-month 2.27%, YTD 22.80%, 1-year 25.56%, 3-year 22.00%, 5-year 13.07%.

RPMFX returns outperform the peer average of 12.21% 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.