RPMVX Mutual Fund

RPMVX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
+3.64%
3 Months
+5.28%
6 Months
+7.75%
YTD
+9.13%
1 Year
+9.57%
3 Years (annualized)
+6.89%
5 Years (annualized)
+4.40%
10 Years (annualized)
+6.12%

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
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📉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)
+9.13%
Peer Avg (YTD)
+9.54%
vs Peers
-0.41%

RPMVX Mutual Fund Performance

RPMVX performance across multiple time periods: 1-month 3.64%, YTD 9.13%, 1-year 9.57%, 3-year 6.89%, 5-year 4.40%, 10-year 6.12%.

RPMVX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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