RPXIX Mutual Fund

RPXIX Mutual Fund

NAV$31.05
See how much of RPXIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.09%
3 Months
+3.64%
6 Months
+3.35%
YTD
+1.54%
1 Year
+6.07%
3 Years (annualized)
+15.22%
5 Years (annualized)
+0.98%
10 Years (annualized)
+13.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPXIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+6.23%
vs Peers
-4.69%

RPXIX Mutual Fund Performance

RPXIX performance across multiple time periods: 1-month 1.09%, YTD 1.54%, 1-year 6.07%, 3-year 15.22%, 5-year 0.98%, 10-year 13.08%.

RPXIX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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