RPXIX Mutual Fund

NAV$30.94
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Returns Overview

1 Month
-1.15%
3 Months
+12.02%
6 Months
+0.34%
YTD
+0.45%
1 Year
+6.53%
3 Years (annualized)
+19.43%
5 Years (annualized)
+2.48%
10 Years (annualized)
+13.77%

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
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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)
+0.45%
Peer Avg (YTD)
+8.97%
vs Peers
-8.53%

RPXIX Mutual Fund Performance

RPXIX performance across multiple time periods: 1-month -1.15%, YTD 0.45%, 1-year 6.53%, 3-year 19.43%, 5-year 2.48%, 10-year 13.77%.

RPXIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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