RPNIX Mutual Fund

RPNIX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
+8.60%
3 Months
+45.20%
6 Months
+42.03%
YTD
+39.57%
1 Year
+56.47%
3 Years (annualized)
+19.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPNIX 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)
+39.57%
Peer Avg (YTD)
+18.52%
vs Peers
+21.05%

RPNIX Mutual Fund Performance

RPNIX performance across multiple time periods: 1-month 8.60%, YTD 39.57%, 1-year 56.47%, 3-year 19.28%.

RPNIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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