RPTIX Mutual Fund

RPTIX Mutual Fund

NAV$101.75
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Returns Overview

1 Month
+2.24%
3 Months
+1.09%
6 Months
+2.37%
YTD
+2.99%
1 Year
+4.45%
3 Years (annualized)
+11.70%
5 Years (annualized)
+1.94%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPTIX 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
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📉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
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+8.01%
vs Peers
-5.01%

RPTIX Mutual Fund Performance

RPTIX performance across multiple time periods: 1-month 2.24%, YTD 2.99%, 1-year 4.45%, 3-year 11.70%, 5-year 1.94%, 10-year 10.23%.

RPTIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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