RPOIX Mutual Fund

RPOIX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
-0.11%
3 Months
+2.56%
6 Months
+1.39%
YTD
+1.39%
1 Year
+5.34%
3 Years (annualized)
+8.94%
5 Years (annualized)
+3.60%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPOIX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+0.99%
vs Peers
+0.40%

RPOIX Mutual Fund Performance

RPOIX performance across multiple time periods: 1-month -0.11%, YTD 1.39%, 1-year 5.34%, 3-year 8.94%, 5-year 3.60%, 10-year 5.88%.

RPOIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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