RPTFX Mutual Fund

RPTFX Mutual Fund

NAV$20.84
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Returns Overview

1 Month
-0.24%
3 Months
+3.06%
6 Months
+6.26%
YTD
+8.86%
1 Year
+18.46%
3 Years (annualized)
+14.34%
5 Years (annualized)
+7.60%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPTFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+6.99%
vs Peers
+1.87%

RPTFX Mutual Fund Performance

RPTFX performance across multiple time periods: 1-month -0.24%, YTD 8.86%, 1-year 18.46%, 3-year 14.34%, 5-year 7.60%, 10-year 10.30%.

RPTFX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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