RPEIX Mutual Fund

RPEIX Mutual Fund

NAV$7.60
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Returns Overview

1 Month
+1.05%
3 Months
+0.53%
6 Months
+5.97%
YTD
+4.22%
1 Year
+4.35%
3 Years (annualized)
+4.16%
5 Years (annualized)
+1.92%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPEIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
-1.59%
vs Peers
+5.81%

RPEIX Mutual Fund Performance

RPEIX performance across multiple time periods: 1-month 1.05%, YTD 4.22%, 1-year 4.35%, 3-year 4.16%, 5-year 1.92%, 10-year 1.99%.

RPEIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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