TRPGX Mutual Fund

TRPGX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
-0.99%
3 Months
+2.21%
6 Months
+5.25%
YTD
+5.73%
1 Year
+13.43%
3 Years (annualized)
+17.75%
5 Years (annualized)
+11.43%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.73%
Peer Avg (YTD)
+9.41%
vs Peers
-3.68%

TRPGX Mutual Fund Performance

TRPGX performance across multiple time periods: 1-month -0.99%, YTD 5.73%, 1-year 13.43%, 3-year 17.75%, 5-year 11.43%, 10-year 14.03%.

TRPGX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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