RPMVX Mutual Fund

RPMVX Mutual Fund

NAV$17.55
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Returns Overview

1 Month
+2.29%
3 Months
+8.14%
6 Months
+8.20%
YTD
+11.63%
1 Year
+11.25%
3 Years (annualized)
+6.51%
5 Years (annualized)
+3.52%
10 Years (annualized)
+6.34%

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)
+11.63%
Peer Avg (YTD)
+9.89%
vs Peers
+1.73%

RPMVX Mutual Fund Performance

RPMVX performance across multiple time periods: 1-month 2.29%, YTD 11.63%, 1-year 11.25%, 3-year 6.51%, 5-year 3.52%, 10-year 6.34%.

RPMVX returns outperform the peer average of 9.89% 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.