RPXFX Mutual Fund

NAV$29.32
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Returns Overview

1 Month
-1.18%
3 Months
+11.95%
6 Months
+0.22%
YTD
+0.36%
1 Year
+6.27%
3 Years (annualized)
+19.24%
5 Years (annualized)
+2.27%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPXFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+8.97%
vs Peers
-8.61%

RPXFX Mutual Fund Performance

RPXFX performance across multiple time periods: 1-month -1.18%, YTD 0.36%, 1-year 6.27%, 3-year 19.24%, 5-year 2.27%, 10-year 13.50%.

RPXFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

RPXFX performance comparison shows side-by-side returns with another fund. RPXFX alternatives are available in the Mutual Fund Screener.