RPMIX Mutual Fund

RPMIX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-0.85%
3 Months
-5.50%
6 Months
-1.32%
YTD
+11.85%
1 Year
+15.58%
3 Years (annualized)
+16.62%
5 Years (annualized)
+7.28%
10 Years (annualized)
+11.39%

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)
+11.85%
Peer Avg (YTD)
+12.21%
vs Peers
-0.36%

RPMIX Mutual Fund Performance

RPMIX performance across multiple time periods: 1-month -0.85%, YTD 11.85%, 1-year 15.58%, 3-year 16.62%, 5-year 7.28%, 10-year 11.39%.

RPMIX returns trail the peer average of 12.21% 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.