RPMIX Mutual Fund

RPMIX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
-1.17%
3 Months
+1.58%
6 Months
+7.35%
YTD
+18.10%
1 Year
+21.00%
3 Years (annualized)
+14.01%
5 Years (annualized)
+8.58%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPMIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.10%
Peer Avg (YTD)
+15.20%
vs Peers
+2.90%

RPMIX Mutual Fund Performance

RPMIX performance across multiple time periods: 1-month -1.17%, YTD 18.10%, 1-year 21.00%, 3-year 14.01%, 5-year 8.58%, 10-year 11.58%.

RPMIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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