RPMIX Mutual Fund

RPMIX Mutual Fund

NAV$11.48
See how much of RPMIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.40%
3 Months
+4.43%
6 Months
+11.91%
YTD
+19.50%
1 Year
+29.55%
3 Years (annualized)
+13.62%
5 Years (annualized)
+9.11%
10 Years (annualized)
+12.45%

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
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 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.50%
Peer Avg (YTD)
+15.31%
vs Peers
+4.19%

RPMIX Mutual Fund Performance

RPMIX performance across multiple time periods: 1-month -3.40%, YTD 19.50%, 1-year 29.55%, 3-year 13.62%, 5-year 9.11%, 10-year 12.45%.

RPMIX returns outperform the peer average of 15.31% 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.