RPPRX Mutual Fund

RPPRX Mutual Fund

NAV$35.73
See how much of RPPRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.54%
3 Months
+6.54%
6 Months
+12.97%
YTD
+19.87%
1 Year
+26.54%
3 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPPRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.87%
Peer Avg (YTD)
+15.31%
vs Peers
+4.56%

RPPRX Mutual Fund Performance

RPPRX performance across multiple time periods: 1-month 1.54%, YTD 19.87%, 1-year 26.54%, 3-year 13.69%.

RPPRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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