RPTTX Mutual Fund

RPTTX Mutual Fund

NAV$49.26
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Returns Overview

1 Month
+1.69%
3 Months
-0.98%
6 Months
+2.76%
YTD
+3.44%
1 Year
+0.34%
3 Years (annualized)
+14.91%
5 Years (annualized)
+5.26%
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
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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)
+3.44%
Peer Avg (YTD)
+9.89%
vs Peers
-6.45%

RPTTX Mutual Fund Performance

RPTTX performance across multiple time periods: 1-month 1.69%, YTD 3.44%, 1-year 0.34%, 3-year 14.91%, 5-year 5.26%, 10-year 12.38%.

RPTTX returns trail the peer average of 9.89% 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.