RPEAX Mutual Fund

RPEAX Mutual Fund

NAV$44.40
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Returns Overview

1 Month
-4.03%
3 Months
-1.07%
6 Months
+11.05%
YTD
+9.46%
1 Year
+15.52%
3 Years (annualized)
+19.67%
5 Years (annualized)
+10.91%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPEAX 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 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+9.98%
vs Peers
-0.53%

RPEAX Mutual Fund Performance

RPEAX performance across multiple time periods: 1-month -4.03%, YTD 9.46%, 1-year 15.52%, 3-year 19.67%, 5-year 10.91%, 10-year 11.31%.

RPEAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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