RPNIX Mutual Fund

RPNIX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-14.06%
3 Months
+4.90%
6 Months
+14.66%
YTD
+22.06%
1 Year
+37.65%
3 Years (annualized)
+12.22%

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)
+22.06%
Peer Avg (YTD)
+15.31%
vs Peers
+6.75%

RPNIX Mutual Fund Performance

RPNIX performance across multiple time periods: 1-month -14.06%, YTD 22.06%, 1-year 37.65%, 3-year 12.22%.

RPNIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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