RPOIX Mutual Fund

RPOIX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
+0.15%
3 Months
+1.29%
6 Months
+1.33%
YTD
+2.11%
1 Year
+5.03%
3 Years (annualized)
+9.01%
5 Years (annualized)
+4.04%
10 Years (annualized)
+5.46%

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)
+2.11%
Peer Avg (YTD)
+0.25%
vs Peers
+1.86%

RPOIX Mutual Fund Performance

RPOIX performance across multiple time periods: 1-month 0.15%, YTD 2.11%, 1-year 5.03%, 3-year 9.01%, 5-year 4.04%, 10-year 5.46%.

RPOIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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