RPTTX Mutual Fund

RPTTX Mutual Fund

NAV$49.47
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Returns Overview

1 Month
-6.06%
3 Months
+0.91%
6 Months
+1.94%
YTD
+1.72%
1 Year
-0.59%
3 Years (annualized)
+13.11%
5 Years (annualized)
+5.50%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPTTX 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
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+9.54%
vs Peers
-7.82%

RPTTX Mutual Fund Performance

RPTTX performance across multiple time periods: 1-month -6.06%, YTD 1.72%, 1-year -0.59%, 3-year 13.11%, 5-year 5.50%, 10-year 12.38%.

RPTTX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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