RPMVX Mutual Fund

RPMVX Mutual Fund

NAV$18.68
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Returns Overview

1 Month
+2.00%
3 Months
+9.08%
6 Months
+5.55%
YTD
+5.30%
1 Year
+6.14%
3 Years (annualized)
+4.37%
5 Years (annualized)
+2.77%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+10.82%
vs Peers
-5.52%

RPMVX Mutual Fund Performance

RPMVX performance across multiple time periods: 1-month 2.00%, YTD 5.30%, 1-year 6.14%, 3-year 4.37%, 5-year 2.77%, 10-year 6.04%.

RPMVX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

RPMVX performance comparison shows side-by-side returns with another fund. RPMVX alternatives are available in the Mutual Fund Screener.