RPELX Mutual Fund

RPELX Mutual Fund

NAV$8.18
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Returns Overview

1 Month
-1.68%
3 Months
-1.42%
6 Months
-1.50%
YTD
-1.11%
1 Year
-0.57%
3 Years (annualized)
+5.57%
5 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPELX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.11%
Peer Avg (YTD)
+0.50%
vs Peers
-1.61%

RPELX Mutual Fund Performance

RPELX performance across multiple time periods: 1-month -1.68%, YTD -1.11%, 1-year -0.57%, 3-year 5.57%, 5-year 3.26%.

RPELX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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